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Michael Lavera
30 Years of Experience
Louisville, KY
1 DisclosureBroker
Michael Lavera is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2003Settled
Other Business Activities
Michael owns rental real estate property since 2001. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
March 2006 - February 2013 · 6 yrs 11 mos
Morgan Keegan & Company, INC.
March 2006 - February 2013 · 6 yrs 11 mos
Hilliard Lyons Asset Management
April 2004 - March 2006 · 1 yr 11 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 2001 - March 2006 · 4 yrs 11 mos
Pruco Securities CorporationBroker
July 1995 - April 2001 · 5 yrs 9 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.