Kevin
Vaillancourt
Ancora Retirement Plan Advisors, LLC
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About this Advisor
Kevin Vaillancourt is a financial advisor based in Cleveland, Ohio, working with Ancora Retirement Plan Advisors, LLC. Kevin has previously held positions at Fidelity Investments Institutional Services Company, Inc, Resource Securities, Sequoia Financial Group, LLC, Sequoia Financial Advisors, LLC, Inverness Securities LLC / Ancora, Ancora Family Wealth Advisors, Cbiz Investment Advisory Services, Ancora Advisors, and Ancora Retirement Plan Advisors. Kevin has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Kevin is part of Ancora Retirement Plan Advisors, LLC, which operates out of Cleveland, Ohio. The firm has 42 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Ancora Retirement Plan Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
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Ancora Retirement Plan Advisors, LLC Brokerage Details
$1,056,233,620
42
149
$7,088,816
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Kevin Vaillancourt Work History
Inverness Securities LLC / Ancora
Ancora Family Wealth Advisors
Ancora Advisors
Ancora Retirement Plan Advisors
Cbiz Investment Advisory Services
Sequoia Financial Group, LLC
Sequoia Financial Advisors, LLC
Resource Securities
Fidelity Investments Institutional Services Company, Inc
Disclosures
Please visit the SEC profile of Kevin Vaillancourt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ancora Retirement Plan Advisors, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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