Joel
Lagore

Oliver Lagore Vanvalin Investment Group, Inc

CRD#4133514
Investment Advisor
in Flint, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joel Lagore is a certified financial planner operating out of Flint, Michigan who has 2 years of industry experience. Lagore currently works for Oliver Lagore Vanvalin Investment Group, Inc. Throughout their career, Lagore has worked at Sigma Financial Corporation, Spc, Oliver Lagore Vanvalin Investment Group, Inc and Ae Financial Services, LLC. Lagore holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Michigan and Texas. Oliver Lagore Vanvalin Investment Group, Inc is a financial advisory company that has its headquarters in Flint, MI. The company has offices in two locations and a total of 23 advisors. It handles $305 million in assets among its 2,984 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises six charitable organizations. Of its 2,984 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a number of services, including 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 management typically vary depending on which services are offered. However, fees charged by Oliver Lagore Vanvalin Investment Group, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

607 East Second Avenue 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.

Oliver Lagore Vanvalin Investment Group, Inc Brokerage Details

Total Assets Under Management

$304,937,000

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

23

MI Average: 21
Total Number of Accounts

2,984

MI Average: 1,586
Average Account Size

$102,191

MI Average: $594,845

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

Joel Lagore Work History

Joel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Oliver Lagore Vanvalin Investment Group, Inc

2021 - Present (3 years)

Ae Financial Services, LLC

2009 - 2021 (12 years)

Sigma Financial Corporation

2009 - 2021 (12 years)

Spc

*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 Joel Lagore 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

Benjamin Oliver
Flint, MI
Scott Carty
Flint, MI
Marc Janca
Flint, MI
Gerald St. Cin
Flint, MI
Sonya Lagore
Flint, MI
Joel Lagore
Flint, MI
Jesse Vanvalin
Flint, MI
Daniel Lagore
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the 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