professional profile
Mark Allen Lavallee, CFP
Overview
Mark Allen Lavallee is an insurance agent and an investment adviser representative based in Warwick, RI, with 40 years in the industry.
- Years in the industry
- 40
- States licensed
- 6
- States registered
- 5
- Carrier appointments
- 11
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 6 states
- Registered in 5 states
6 lines of authority, with every state and its dates
Firms
- Financial Independence, LLCCurrent firm
Employment history since 2009
Carriers
11 active carrier appointments
Book and practice
Firm assets under management on file
request a demo
See what we have on Mark
We'll walk you through the full profile and how to find more people like Mark.