John Vaillancourt
John Vaillancourt is a registered investment advisor at LPL Financial LLC, based in Bedford, NH, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Bedford, NH
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
John operates under the DBA Vaillancourt Financial Services for his LPL business since 2013, dedicating most of his time to it. He also engages in non-variable insurance activities through Vaillancourt Financial Services, but this takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Capital CORP.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.