John Lavin
John Lavin is a registered investment advisor at Stancorp Investment Advisers, INC., based in Charlotte, NC, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103,728 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 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.