Investment Advisor
in Flint, MI

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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


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



Office Location

607 East Second Street Suite 100
Flint, MI 48502

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Spc Brokerage Details

Total Assets Under Management


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


MI Average: 21
Total Number of Accounts


MI Average: 1,586
Average Account Size


MI Average: $594,845

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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)



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.

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