Scott
Carty
Oliver Lagore Vanvalin Investment Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Carty is a certified financial planner who works out of Flint, Michigan who has 2 years of industry experience. Carty is an advisor for Oliver Lagore Vanvalin Investment Group, Inc. Over the course of their career, they have held roles at Kalos Capital, Brokers International Financial Services, Jack Keeter & Associates, Inc, Insight Folios, Carty Capital, Sigma Planning Corporation, Oliver Lagore Vanvalin Investment Group, Inc, Ae Financial Services, LLC, Olv Investment Group and Sigma Financial Corporation. Carty maintains Series 66, Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Oliver Lagore Vanvalin Investment Group, Inc is a company that has its headquarters in Flint, MI. The firm has offices in two locations and a total of 23 financial advisors. It has $305 million in total assets among its 2,984 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 2,984 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. Oliver Lagore Vanvalin Investment Group, Inc provides a diverse range 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. Financial advisory fee schedules vary depending on the type of financial services provided. However, fee types charged by Oliver Lagore Vanvalin Investment Group, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Scott Carty Work History
Scott has been registered as a financial advisor for 2 years.*
Oliver Lagore Vanvalin Investment Group, Inc
Ae Financial Services, LLC
Olv Investment Group
Sigma Planning Corporation
Sigma Financial Corporation
Carty Capital
Insight Folios
Insight Folios
Brokers International Financial Services
Jack Keeter & Associates, Inc
Kalos Capital
*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 Scott Carty 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.
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.
