Innovative Advisory Group Information
Contact top employees from
Innovative Advisory Group
Summary
Innovative Advisory Group has been in the industry for 18 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 12. To connect with Innovative Advisory Group employee register on SignalHire.
Organization Website | innovativewealth.com |
Phone Number | 781-218-2250 |
Industries | |
Headquarters Location | 394 Lowell St, Suite 8, Lexington, MA, 02420 US |
Employees Size | 1-10 employees |
Specialties | Innovative Wealth Management, Financial Planning Analysis, Self-Directed IRA Management and Advice, Alternative Investment Planning and Implementation, Risk Management Assessments, 401k Plan Advisor, Strategic Consulting, Portfolio Management, Special Advisor, leadership, investing, financial coaching, investment management, financial advice, Podcast, financial planning, retirement lifestyle planning, education planning, estate planning, defined benefit, family office, tax planning |
Founded | 2008 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Innovative Advisory Group shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 3–4 years11% for 5–7 years33% for 8–10 years22% have over 11 years of service at Innovative Advisory GroupContact top employees from
Innovative Advisory Group
J Mark English
Wealth Advisor
Heather Birkins
Ops
Krista Letcher
Wealth Manager
Redina Franklin
Wealth Management Advisor
Timothy Picciott
Wealth Manager
Kirk Chisholm
Wealth Manager & Principal
Rajeev Kotyan
Principal and Co-Founder
Ronni Hallock
Operations Team Member
Similar Companies
FAQ
Innovative Advisory Group operates in the Finance industries. More details can be found on the official website: innovativewealth.com.
The headquarters of Innovative Advisory Group are located in Lexington, United States.
You can contact Innovative Advisory Group by phone at 781-218-2250.
Innovative Advisory Group currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
