John Vaillancourt, financial advisor Bedford NH

John Vaillancourt

CRD Number: 1866122
Current Firm: Lpl Financial LLC

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.

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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
Disclosure Information

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
Contact Info for John R. Vaillancourt
Phone Number: 704-733-3300
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

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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