PM
Paul Massie
from Innovative Portfolios LLC
Paul Massie is a financial advisor based in Indiana, Indianapolis,
with 20 years of experience. Paul currently works for
Innovative Portfolios LLC.
Paul maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Paul Massie works at Innovative Portfolios LLC
Innovative Portfolios LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $588,272,701 of assets under management and employs about 17 people. Innovative Portfolios LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
8801 River Crossing Blvd, Suite 100, Indianapolis, Indiana, 46240
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