Kevin
Vaillancourt
Ancora Retirement Plan Advisors, LLC
Answer a few questions and
get matched with an advisor.
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
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
