Andrew R. Lefebvre

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 08/2009 → 01/2019
  Vaillancourt & Pescatore Financial Group
  Dracut, MA
• 01/2019 → Present
  Vaillancourt & Lefebvre Wealth Management
  Dracut, MA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Dracut, MA

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Dracut, MA
  Tewksbury, MA
• 2003-03-19 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Dracut, MA
  Dracut, MA

Other Businesses

1. VL ACCOUNTING, LLC POSITION: Enrolled Agent & Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 1 Stiles Road, Unit 205, Salem NH 03079, United States DESCRIPTION: Tax preparation Tax Filing Tax Advice Tax Planning 2. VL ACCOUNTING, LLC POSITION: Enrolled Agent & Partner NATURE: LLC as Partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 1 Stiles Road, Unit 205, Salem NH 03079, United States DESCRIPTION: Tax preparation Tax Filing Tax Advice Tax Planning 3. VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC POSITION: Partner, IAR NATURE: LLC/Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/18/2019 ADDRESS: 1 Stiles Road, Unit 205, Salem NH 03079, United States DESCRIPTION: The intention of the LLC/Partnership is to be a DBA for insurance and fixed annuities. OSAIC Wealth, Inc will be identified as the corporate RIA in all work that is conducted through which securities, investment advisory services, and fee-based planning are provided.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-04
• S63 Uniform Securities Agent State Law Examination
  2002-08-29

Designations