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Tienchia Wang

Innovative Advisory Group

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About Tienchia Wang

Tienchia Wang is an Investment Advisor Representative associated with Innovative Advisory Group in Lexington, Massachusetts. Tienchia has been in the financial services industry since 2004 and holds the Series 7, Series 65, and Series 66 licenses. In addition to her advisory role, Tienchia also serves as an Independent Insurance Producer in the Commonwealth of Massachusetts. Tienchia specializes in working with individuals, families, and charitable organizations. She is committed to providing personalized financial advice and guidance to help her clients reach their financial goals.

Firm Information

Tienchia Wang 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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Tienchia Wang’s Registration & Firm History

MA

05/04/2021 - Present

Innovative Advisory Group (LEXINGTON MA)

MA

06/27/2007 - 12/31/2008

THE O.N. EQUITY SALES COMPANY (CHELMSFORD MA)

NH

09/27/2005 - 06/28/2007

PFS INVESTMENTS INC. (NASHUA NH)

NY

08/20/2004 - 04/05/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/01/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tienchia Wang.
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