John Vaillancourt (CRD# 1866122) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, NH and has over 31 years of experience in the finance industry.
CRD# 4184314
Kestra Advisory Services, LLC
CRD# 6002683
Edward Jones
CRD# 2157148
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Bedford, NH | Apr 2021 - Current | 3 |
| Voya Financial Advisors, Inc. | Bedford, NH | Jun 2016 - Apr 2021 | 4 |
| Connecticut Mutual Life Ins. Company | Bedford, NH | Apr 1985 - Jul 2016 | 31 |
| Investors Capital Corporation | Lynnfield, MA | Jul 2006 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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