Unclaimed Profile

Joel Philip Lagore

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

OLIVER 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.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

AUM

$454M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4133514

Firm CRD# 312989

View on FINRA BrokerCheck →

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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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