Redina
Franklin
Innovative Advisory Group
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About this Advisor
Redina Franklin is a financial advisor based in Lubbock, Texas who has 2 years of relevant experience. Franklin is on the advisory team at Innovative Advisory Group. Throughout their career, they have worked at Mary Kay Cosmetics, Massmutual Life Insurance Company, Mml Investors Services LLC, Guardian Life Insurance, Park Avenue Securities, Amicus Financial Advisors, LLC and Innovative Advisory Group, LLC. Franklin maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Texas. Innovative Advisory Group is a firm based in Lexington, MA. The investment advisory business has offices in five locations and a total of nine financial advisors. It administers $124 million in assets under management across its 875 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 875 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on the services provided. Fees charged by Innovative Advisory Group likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innovative Advisory Group Brokerage Details
$124,000,000
9
875
$141,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Redina Franklin Work History
Redina has been registered as a financial advisor for 2 years.*
Innovative Advisory Group, LLC
Mary Kay Cosmetics
Amicus Financial Advisors, LLC
Guardian Life Insurance
Park Avenue Securities
Massmutual Life Insurance Company
Mml Investors Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Redina Franklin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innovative Advisory Group
Burnt Hills, NY
Arlington, VA
Lexington, MA
Nyack, NY
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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