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Joel Philip Lagore

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.·FLINT, Michigan
Unclaimed Profile
607 EAST SECOND AVENUE, FLINT, MI 48502CRD# 4133514Firm CRD# 312989
01

About

Joel Philip Lagore 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4133514
Firm CRD# 312989
2 disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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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, LLCSonya Kim 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
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