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Nicholas John Lavella

Integrative Planning, Inc.

Cornelius, NC

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Current Employers
Integrative Planning, Inc.

19520 W Catawba Ave. Suite 311, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-06
  • NC RA
    APPROVED
    Since 2026-01-06

Branch Locations

19520 W Catawba Ave. Suite 311, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2016 02/2024
Beacon Wealth Advisors Cornelius NC 02/2024 Present
Alphastar Capital Management, Llc Cornelius NC 02/2024 11/2025
Itegrative Planning, Inc. Cornelius NC 01/2026 Present
  • 06/2016 → 02/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2024 → Present
    Beacon Wealth Advisors
    Cornelius, NC
  • 02/2024 → 11/2025
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 01/2026 → Present
    Itegrative Planning, Inc.
    Cornelius, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-05
S63 Uniform Securities Agent State Law Examination 2016-07-15
  • S65 Uniform Investment Adviser Law Examination
    2018-10-05
  • S63 Uniform Securities Agent State Law Examination
    2016-07-15
Designations
Other Names
  • Nicholas Lavella
  • Nick Lavella

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

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