AdvisorOS Directory
Claim Profile
JV

Jesse Michael Vanvalin

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.·FLINT, Michigan
Unclaimed Profile
607 EAST SECOND AVENUE, FLINT, MI 48502CRD# 5292837Firm CRD# 312989
01

About

Jesse Michael 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
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
View all advisors at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. →
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# 5292837
Firm CRD# 312989
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FLINT?

Browse all registered financial advisors in FLINT, Michigan or claim this profile if it's yours.

Browse FLINT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jesse Michael Vanvalin offer?
Jesse Michael Vanvalin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLINT, Michigan for a consultation.
What are Jesse Michael Vanvalin's credentials?
Jesse Michael Vanvalin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Michael Vanvalin located?
Jesse Michael 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 Jesse Michael Vanvalin charge for services?
Jesse Michael 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FLINT
Laurie Patricia Torrey — RACHOR INVESTMENT ADVISORY SERVICES, LLCKathleen Ann Fox — RACHOR INVESTMENT ADVISORY SERVICES, LLCMichael Robert Spencer — M.R. SPENCER ADVISORY SERVICES L.L.C.Robert Thomas Taylor — TAYLOR & MORGAN WEALTH MANAGEMENT, LLCJoel Philip Lagore — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile