Phillip Lavalle
Phillip Lavalle is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in El Segundo, CA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2321 Rosecrans Avenue, Suite 3260, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Phillip is an owner of Reliant Wealth Solutions INC, a support company, since 2016. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Baraban Securities, INC.Broker
State Registrations16 states
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