JL
Joel P. Lagore
OLIVER LAGORE VANVALIN INVESTMENT GROUP
Brentwood, TN
Some features on this profile are disabled
CRD#: 4133514
JL
Professional summary
Joel Philip Lagore, AIF®, CFP®, who also goes by Joel P Lagore, is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Brentwood, Tennessee and AE FINANCIAL SERVICES, LLC located in Livonia, Michigan.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Joel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joel P Lagore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) OLV INVESTMENT GROUP; YES INVESTMENT RELATED; 607 E. SECOND AVE. SUITE 100 FLINT MI 48502; INSURANCE SALES;PARTNER/FINANCIAL ADVISORS; START STAE 01/2012; APPROX 160 HRS/MONTH;APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) OLV FOUNDATION; YES INVESTMENT RELATED;607 E.SECOND AVE, SUITE 100 FLINT MI; 48502 FOUNDATION; OWNDER/MEMBER; START DATE 01/2012; APPROX 2 HRS/MONTH; APPROX2 HRS/MONTH DURING TRADING; 501 C-3 GIFTS AND GRANTS. 3) OLV REAL ESTATE; YES INVESTMENT RELATED; 607 E .SECOND AVE, SUITE 100 FLINT, MI 48502; FOUNDATION; OWNER/MEMBER; START DATE 01/2012; APPROX 2 HRS/MONTH; REAL ESTATE PURCHASE AND DEVELOPMENT; OWNDER; START DATE 10/2018; APPROX 5 HRS/MONTH DURING TRADING; MANAGEMENT BILL PAY & UPKEEP. 4) OLV TAX SERVICES; YES INVESTMENT RELATED; 3264 MISTY MORNING DRIVE, FLUSHING, MI 48433; TAX PREPARATION & FILING; OWNER; START DATE 02/2017; APPROX 1 HR/MONTH DURING TRADING; FACILITATE TAX PREPARATION DATA GATHERING. 5) JPL MUSIC, INC; NOT INVESTMENT RELATED;3264 MISTY MORNING DRIVE, FLUSHING, MI 48433; TALENT INDUSTRY; OWNER;START DATE 01/2020; APPROX 20 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; TALENT DEVELOPMENT, EVENTS, TRAVEL, MANAGEMENT,MUSIC PRODUCT, SONG WRITING. 6) CHRISTIAN BROADCASTING SYSTEMS, LTD - THE GOOD STEWARD; NOT INVESTMENT RELATED; 5210 S SAGINAW, FLINT, MI 48507; FAITH BASED FINANCIAL CONCEPTS TALK SHOW; RADIO SHOW HOST; MAY 2022; 15 HRS/MO; 0 HRS/MO DURING SECURITY TRADING HOURS. FINANCIAL EDUCATION FOR LISTENERS.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Philip Lagore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
April 28, 2021 - Present
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
RIA
CRD#: 312989
Brentwood, TN
Current
April 28, 2021 - Present
AE FINANCIAL SERVICES, LLC
Office #1: 38705 7 Mile Rd Ste 155, Livonia, MI 48152Office #2: 800 W University Drive Suite B, Rochester, MI 48307Office #3: 607 E 2nd Ave Suite 100, Flint, MI 48502BD
CRD#: 298608
Livonia, MI
Past
February 13, 2009 - April 29, 2021
SPC
RIA
CRD#: 110692
FLINT, MI
Past
February 13, 2009 - April 29, 2021
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
LIVONIA, MI
Past
February 14, 2005 - March 5, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
FLINT, MI
Past
June 4, 2001 - February 16, 2005
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
COLUMBUS, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(2/27/2023)
RR
Arizona(5/12/2021)
RR
Arkansas(5/13/2021)
RR
California(4/29/2021)
RR
Colorado(6/8/2021)
RR
Florida(5/10/2021)
RR
Georgia(5/20/2021)
RR
Indiana(5/21/2021)
RR
Kentucky(5/12/2021)
IAR
Michigan(4/28/2021)
RR
Michigan(5/12/2021)
RR
Minnesota(11/29/2021)
RR
Mississippi(5/14/2021)
RR
Nevada(5/20/2021)
RR
New York(5/18/2021)
RR
North Carolina(5/4/2021)
RR
Ohio(4/29/2021)
RR
South Carolina(5/19/2021)
RR
Tennessee(5/19/2021)
IAR
Tennessee(8/26/2024)
RR
Texas(5/7/2021)
IAR
Texas(3/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
607 East Second Avenue Suite 100, Flint, MI 48502
Mailing Address
Phone number
(810) 744-4450
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,606 |
| AUM (Assets Under Management) | $ 607,147,202 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
