David Vaillancourt
David Vaillancourt is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Salem, NH, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1 Stiles Road, Suite 205, Salem, NH, 03079
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a professional poker tournament player, manager of Vaillancourt Lefebvre Wealth Management LLC (DBA name and fixed insurance), owner of David E Vaillancourt CPA, manager of Vapele Associates LLC, CPA at VL Accounting LLC, and owner of rental real estate. He dedicates a full-time effort to Vaillancourt Lefebvre Wealth Management LLC and about 10-20% of his time to playing poker and his CPA activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
State Registrations31 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.