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professional profile

Nicholas John Lavella, CFP

IAR Cornelius, NC CRD 6661996 Last verified October 2026

Overview

Nicholas John Lavella is an investment adviser representative based in Cornelius, NC, with 10 years in the industry.

Years in the industry
10
States registered
1
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2018

Book and practice

Firm assets under management on file

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