Philip Lavelle
Philip Lavelle is a CFP-designated registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 29 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business Activities
Philip started Lavelle Financial in 2013 for name recognition and to manage revenue/expenses of independent contractor activities, dedicating minimal time. He also serves as Treasurer/BOD for Leadership Academy of Madison County and VP for Anderson Symphony Orchestra, each taking a few hours per week, without compensation.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Robovise DBA Robo
Thurston Springer Financial
New England Securities Corporation
New England SecuritiesBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.