Sonya
Lagore

Oliver Lagore Vanvalin Investment Group, Inc

CRD#5651978
Investment Advisor
in Flint, MI

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About this Advisor

Sonya Lagore is a financial advisor operating in Flint, Michigan with a total of 2 years of relevant experience. Lagore is an employee of Oliver Lagore Vanvalin Investment Group, Inc. Over the course of their career, they have held roles at Sigma Financial Corporation, Spc, Oliver Lagore Vanvalin Investment Group, Inc, Ae Financial Services, LLC and Olv Investment Group. Lagore maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan. Oliver Lagore Vanvalin Investment Group, Inc is a firm headquartered in Flint, MI. The investment advisory business has offices in two locations and a total of 23 employees. It administers $305 million in total assets among its 2,984 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 2,984 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The company provides a diverse assortment 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 charged by financial advisors typically depend on which services are offered. Fees charged by Oliver Lagore Vanvalin Investment Group, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

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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

Sonya Lagore Work History

Sonya 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

2012 - Present (12 years)

Olv Investment Group

2013 - 2021 (8 years)

Spc

2009 - 2021 (12 years)

Sigma Financial Corporation

*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 Sonya 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
Joel Lagore
Flint, MI
Sonya 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.

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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.

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