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Elizabeth Ann Vanvalin

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.·FLINT, Michigan
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
607 EAST SECOND AVENUE, FLINT, MI 48502CRD# 6316817Firm CRD# 312989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Ann Vanvalin · FLINT, MI
Registration
CRD #6316817 · OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Elizabeth Ann Vanvalin is a registered financial advisor based in FLINT, Michigan, affiliated with OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
AUM
$454M
Regulatory assets under management
Employees
33
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6316817
Firm CRD# 312989
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Ann Vanvalin offer?
Elizabeth Ann Vanvalin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLINT, Michigan for a consultation.
What are Elizabeth Ann Vanvalin's credentials?
Elizabeth Ann Vanvalin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann Vanvalin located?
Elizabeth Ann Vanvalin is based in FLINT, Michigan, working with OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.. Their office serves clients in the FLINT metropolitan area and surrounding communities.
How does Elizabeth Ann Vanvalin charge for services?
Elizabeth Ann Vanvalin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.?
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. has approximately 33 employees and manages $454M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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