Benjamin
Oliver
Oliver Lagore Vanvalin Investment Group, Inc
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About this Advisor
Benjamin Oliver is a financial advisor working in Flint, Michigan with a total of 2 years of industry experience. Oliver is an employee of Oliver Lagore Vanvalin Investment Group, Inc. Over the course of their career, they have held roles at Chemco Products Inc, Olv Investment Group, Sigma Financial Corporation, Oliver Lagore Vanvalin Investment Group, Inc and Ae Financial Services, LLC. Oliver maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Oliver Lagore Vanvalin Investment Group, Inc is a financial advisory company that has its headquarters in Flint, MI. It has offices in two locations and a total of 23 advisors. It has $305 million in total assets between its 2,984 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 2,984 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Oliver Lagore Vanvalin Investment Group, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on which service is offered. However, fee types charged by Oliver Lagore Vanvalin Investment Group, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oliver Lagore Vanvalin Investment Group, Inc Brokerage Details
$304,937,000
23
2,984
$102,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Benjamin Oliver Work History
Benjamin has been registered as a financial advisor for 2 years.*
Oliver Lagore Vanvalin Investment Group, Inc
Ae Financial Services, LLC
Olv Investment Group
Sigma Financial Corporation
Chemco Products Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Oliver 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 Oliver Lagore Vanvalin Investment Group, Inc
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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