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Michael Trey Lavera

Raymond James & Associates, Inc.

Louisville, KY

CRD 7045167

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-19
KY RA APPROVED 2019-05-16
  • TX RA
    APPROVED
    Since 2019-08-19
  • KY RA
    APPROVED
    Since 2019-05-16

Branch Locations

4969 Us Hwy 42 Suite 1600, Louisville, KY 40222 • 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
Raymond James Louisville KY 12/2018 Present
Amerisave Mortgage Corp. Louisville KY 08/2015 11/2018
  • 12/2018 → Present
    Raymond James
    Louisville, KY
  • 08/2015 → 11/2018
    Amerisave Mortgage Corp.
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-15
  • S66 Uniform Combined State Law Examination
    2019-05-15

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
WAYCROSS GP, LLC
WAYCROSS PARTNERS, LLC

Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY

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