Nicholas John Lavella
Investment adviser representative at Integrative Planning, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$101.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Integrative Planning, Inc.Jan 2026 to now
- Itegrative Planning, Inc.Jan 2026 to now
- Beacon Wealth AdvisorsFeb 2024 to now
- Alphastar Capital Management, LLCFeb 2024 to Nov 2025
- The Vanguard Group, Inc.Jun 2016 to Feb 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Integrative Planning, Inc.
$101.4MAssets managed
224Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6661996
- Firm CRD
- 336307