Mark Lavalle
Advisor at KCS Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KCS Advisors, LLC
Location
Concord, NH 03301
Credentials
Series 65
Industry experience
19 years
About
Mark Lavalle is a financial advisor at KCS Advisors, LLC in Concord, NH, holding a Series 65 designation with 19 years of industry experience. He has been with KCS Advisors since 2010. Outside of his advisory role, he serves as Treasurer for the Bow School District and is a trustee for multiple trusts, including the Bedford Kids First Trust, where he manages trust assets independently of KCS Advisors. KCS Advisors is a privately owned registered investment adviser providing discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax awareness, and minimizing trading costs, with occasional use of derivative strategies for specific portfolio management needs.
Client services
Based on KCS Advisors, LLC
Portfolio management
Portfolio review for non-management investment clients
Portfolio review for non-management investment clients
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$300 per hour for consulting services
Account minimum: $250,000 Fee-only: Fees are based on assets under management as a percentage; no commissions.
Location
100 North Main Street, Suite 505
Concord, NH 03301
Most active in
Mark L has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Work history
KCS Advisors, LLC
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Ronald V
CFP®, Series 66
Concord, NH
Valpey Financial Services LLC
Kevin S
Series 63, Series 65
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KCS Advisors, LLC
Souheil A
Series 65
Concord, NH
Triumph Wealth Management LLC
Gregory G
ChFC®, Series 63, Series 65
Candia, NH
Affinity Investment Group, LLC
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