Scott David Lavalley

Current Employers

Employment History

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Bedford, NH
• 08/1982 → Present
  Baldwin & Clarke Advisory Services, Llc
  Bedford, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Bedford, NH

Previous Registrations

• 2016-08-02 → 2016-08-05
  Osaic Fs, Inc.
  Bedford, NH

Other Businesses

1) BALDWIN & CLARKE 1 BEDFORD FARMS DRIVE SUITE 102 BEDFORD, NH 03110 CATEGORY: INSURANCE INVESTMENT-RELATED: NO TITLE: MANAGER. DUTIES: ASSISTS IN THE MANAGEMENT AND OPERATION OF A GENERAL AGENCY OFFERING LIFE AND HEALTH INSURANCE PRODUCTS START DATE: 8/7/1982 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100 2) SCOTT LAVALLEY POSITION: Agent NATURE: Insurance product sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1984 ADDRESS: 116 A. South River Rd, Bedford NH 03110, United States DESCRIPTION: Insurance product sales 3) BALDWIN & CLARKE ADVISORY SERVICES, LLC POSITION: Agent,Employee,Manager NATURE: This OBA request would allow me to perform "Calculation of Value/Valuation" services for non-publicly traded closely held business entities. These calculations would be performed primarily in connection with an "Exit Planning" client engagement.Note: Since we will not be developing a conclusion of value, we will not provide any testimony related to this engagement. Additionally, we do not sanction the use of this calculated valuation report for any of the following purposes (IRS, DOL, ERISA, FINRA). Also, we do not recommend the use of this report as the basis for any sale or transfer of the subject interest. A "Hold Harmless" agreement will be signed by a client (individually and as an authorized representative of the entity requesting the engagement) as part of the engagement process (an engagement agreement is attached) prior to my involvement in any valuation activities. By way of additional background pertinent to this OBA, I am a Certified Valuation Analyst (CVA) which is a designation approved by LFS. Additionally, I am a CFP, ChFC, CLU and CRPC and have a Master's of Science in Financial Services. I have been with the Baldwin & Clarke Companies and involved in the financial services industry for over 43 years. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/30/2017 ADDRESS: 1 Bedford Farms Dr. Suite 102, Bedford NH 03110, United States DESCRIPTION: Calculation of value engagements for private closely held entities. 4) BALDWIN & CLARKE ADVISORY SERVICE, LLC POSITION: Agent, Employee, Manager NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/1984 ADDRESS: 1 Bedford Farms Drive Suite 102, Bedford NH 03110, United States DESCRIPTION: Financial and estate planning 5) BALDWIN & CLARKE POSITION: Manager NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/07/1982 ADDRESS: 1 Bedford Farms Dr. Suite 102 Bedford, NH 03110, Bedford NH 03110, United States DESCRIPTION: Manager of advanced underwriting 6) BALDWIN & CLARKE ADVISORY SERVICE, LLC POSITION: Agent,Employee,Manager NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/1984 ADDRESS: 1 Bedford Farms Drive Suite 102, Bedford NH 03110, United States DESCRIPTION: Financial and estate planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-17

Designations