Nicholas J. Lavella

INTEGRATIVE PLANNING

CORNELIUS, NC 28031

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CRD#: 6661996

Professional summary

Nicholas John Lavella, CFP®, who also goes by Nicholas Lavella, Nick Lavella, is a registered financial advisor currently at INTEGRATIVE PLANNING, INC. located in Cornelius, North Carolina.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nicholas has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Lavella | Nick Lavella

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Lavella's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 6, 2026 - Present

INTEGRATIVE PLANNING, INC.

Office #1: 19520 W Catawba Ave. Suite 311, Cornelius, NC 28031

RIA

CRD#: 336307

CORNELIUS, NC

Past

February 29, 2024 - October 29, 2025

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Cornelius, NC

Past

October 11, 2018 - February 23, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

July 6, 2016 - February 23, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRATIVE PLANNING, INC.

INTEGRATIVE PLANNING, INC. | INTREGRATIVE PLANNING, INC. | INTEGRATIVE WEALTH MANAGEMENT, LLC

CRD#: 336307 / SEC#: 801-133844

RIA

Registered Investment Advisory firm - (11/25/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/15/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2016

General Securities Representative Examination

Current Firm

INTEGRATIVE PLANNING, INC.

INTEGRATIVE PLANNING, INC. | INTREGRATIVE PLANNING, INC. | INTEGRATIVE WEALTH MANAGEMENT, LLC

CRD#: 336307 / SEC#: 801-133844

RIA

Registered Investment Advisory firm - (11/25/2025 Approved)

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Contact information

Main Address

19520 W Catawba Ave. Suite 311, Cornelius, NC 28031

Mailing Address

Phone number

(704) 947-8444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (11/19/2025)

Regulatory assets under management

Total Number of Accounts	412
AUM (Assets Under Management)	$ 100,245,398

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Nicholas J. Lavella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Lavella's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

INTEGRATIVE PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2018

Series 63

Date: 7/15/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2016

Current Firm

INTEGRATIVE PLANNING, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATIVE PLANNING, INC.

TRUST BUT VERIFY

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