Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vaillancourt is a financial advisor at Osaic Wealth, Inc. with 27 years of experience in the financial services industry. David has a wide range of experience in the financial services industry, including experience with investments, insurance, and retirement planning. David is a Certified Financial Planner, and has a solid track record of helping clients achieve their financial goals. David has held registrations in 31 states and is currently registered in Florida, Massachusetts, New Hampshire, and Texas. David has been in business for himself since 2009 with VL Accounting LLC, VAPELE Associates LLC, and Vaillancourt Lefebvre Wealth Management LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
06/03/2024 - Present
Osaic Wealth, Inc. (SALEM NH)
MA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DRACUT MA)
MA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DRACUT MA)
TX
08/22/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 11/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Vaillancourt is the right advisor for you? Invested Better is here to help.
