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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Lavelle is a financial advisor with Thurston Springer Advisors. Philip has over 25 years of experience in the financial services industry. Philip has a diverse background, having worked at multiple firms including New England Securities and Natcity Investments. Philip is a Certified Financial Planner® and has a Series 7, Series 24, Series 63 and Series 65 licenses. Philip specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
08/27/2020 - Present
Thurston Springer Advisors (INDIANAPOLIS IN)
IN
12/24/2008 - 09/04/2013
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
02/03/2003 - 12/22/2008
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
NY
09/10/1996 - 02/05/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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