Unclaimed Profile

Joel Philip Lagore

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.·FLINT, Michigan

SIE, Series 6, Series 7, Series 63, Series 65CFP17 years registeredOLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

607 EAST SECOND AVENUE, FLINT, MI 48502CRD# 4133514Firm CRD# 312989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Philip Lagore · FLINT, MI

Registration

CRD #4133514 · OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

PURSHE KAPLAN STERLING INVESTMENTS

Mar 2026 – present

PROCYON

Dec 2025 – present

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Apr 2021 – Dec 2025

Brentwood, TN

SPC

Feb 2009 – Apr 2021

FLINT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 13, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CRD 312989 · SEC 801-120957

AUM

$454M

Regulatory assets under management

Employees

3,669 client accounts

Services offered by OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. →

Introduction

Speak with Joel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joel is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joel Philip Lagore offer?

Joel Philip Lagore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLINT, Michigan for a consultation.

What are Joel Philip Lagore's credentials?

Joel Philip Lagore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joel Philip Lagore located?

Joel Philip Lagore 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 Joel Philip Lagore charge for services?

Joel Philip Lagore'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 →