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Redina E Franklin

Innovative Advisory Group

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About Redina E Franklin

Redina Franklin is an investment advisor representative with Innovative Advisory Group, LLC. Redina Franklin has been in the industry since 1997. Redina Franklin has worked for various firms such as Wells Fargo Advisors, LLC, MML Investors Services, LLC, and Park Avenue Securities LLC. Redina Franklin is registered in the states of Massachusetts and Texas. Redina Franklin specializes in retirement planning, college savings, and estate planning. Redina Franklin is also an insurance agent in the state of Texas. Redina Franklin is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Redina Franklin is currently registered with Innovative Advisory Group. Innovative Advisory Group is a Lexington, MA-based wealth management firm. The firm manages approximately $129 million in assets for 782 accounts and specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
Innovative Advisory Group

394 LOWELL STREET, SUITE 8

LEXINGTON, MA 02420

$129.00M

Assets Under Management

300

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Redina Franklin’s Registration & Firm History

TX

03/10/2021 - Present

Innovative Advisory Group (Lubbock TX)

TX

07/15/2015 - 11/09/2016

PARK AVENUE SECURITIES LLC (LUBBOCK TX)

TX

05/01/2012 - 06/18/2015

MML INVESTORS SERVICES, LLC (LUBBOCK TX)

TX

01/03/2011 - 02/28/2012

WELLS FARGO ADVISORS, LLC (LUBBOCK TX)

TX

05/03/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (LUBBOCK TX)

TX

06/05/2009 - 12/23/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LUBBOCK TX)

MA

06/27/1997 - 07/21/2008

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/27/1997 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1997

Series 7 - General Securities Representative Examination

BC

Issued 06/26/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Redina E Franklin.
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