Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard Vaillancourt is a financial advisor who has been in the industry since March 17, 1993. John is currently registered with LPL Financial LLC, and has been registered in New Hampshire and Texas. John has held previous positions with VOYA FINANCIAL ADVISORS, INC., INVESTORS CAPITAL CORP., MML INVESTORS SERVICES, INC., and G. R. PHELPS & CO., INC.. John is a Series 6, Series 63, and Series 65 licensed professional. John has over 30 years of experience in the financial services industry. John is a Registered Representative with LPL Financial and provides a wide range of financial products and services, including investment management, financial planning, and insurance. John works with individuals, families, and businesses. John's office is located in Bedford, NH.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NH
04/30/2021 - Present
LPL Financial LLC (BEDFORD NH)
NH
06/30/2016 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (Bedford NH)
NH
07/24/2006 - 07/23/2016
INVESTORS CAPITAL CORP. (BEDFORD NH)
NH
03/01/1996 - 07/25/2006
MML INVESTORS SERVICES, INC. (BEDFORD NH)
NA
03/18/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 02/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Vaillancourt is the right advisor for you? Invested Better is here to help.
