Joel
Lagore

Spc

CRD#4133514
Investment Advisor
in Flint, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Joel Lagore is a certified financial planner whose office is in Flint, Michigan. Currently an advisor at Spc, Lagore has 11 years of experience as a registered investment advisor. Lagore holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Lagore can act as an advisor in Alabama, Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Over the course of their career, they have held roles at Sigma Financial Corporation and Spc. Spc is headquartered in Flint, Michigan, and operates out of 464 offices in the country. In aggregate, Spc manages $5 billion in assets dispersed across 25,865 client accounts and retains more than 705 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 25,860 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Spc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

607 East Second Street Suite 100
Flint, MI 48502

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Educational seminars/workshops
  • Other

Joel Lagore Work History

Joel has 11 years of experience.

2009 - Present (12 years)

Sigma Financial Corporation

2009 - Present (12 years)

Spc

Disclosures

Joel Lagore has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Craig Brooks
Littleton, CO
Kyle Glaab
New Boston, MI
Mark Steinman
Ann Arbor, MI
Caleb Thompson
Ann Arbor, MI
Terri Hembree
Boise, ID
Bonnie Luternow
Clarkston, MI
Thomas Schalk
Gainesville, TX
Zachary Parker
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started