Mark Lavalle (CRD# 2868631) is an Investment Advisor Representative working at Kcs Advisors, LLC in Concord, NH and has over 13 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcs Advisors, LLC | Concord, NH | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- MA
- NH
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$602,355
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
MA, NH
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