Unclaimed Profile

Sonya Kim Lagore

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

SIE, Series 7, Series 66Clean record13 years registeredOLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

607 EAST SECOND AVENUE, FLINT, MI 48502CRD# 5651978Firm CRD# 312989

Profile Verification

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

Identity

Sonya Kim Lagore · FLINT, MI

Registration

CRD #5651978 · OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Apr 2021 – Dec 2025

Brentwood, TN

SPC

Feb 2013 – Apr 2021

FLINT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 6, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Sonya Kim Lagore offer?

Sonya Kim Lagore specializes in Financial Planning, Investment Management, Wealth Management.

What are Sonya Kim Lagore's credentials?

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

Where is Sonya Kim Lagore located?

Sonya Kim Lagore is based in FLINT, Michigan, last registered with OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC..

How does Sonya Kim Lagore charge for services?

Sonya Kim 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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