Daniel E. Lagore

OLIVER LAGORE VANVALIN INVESTMENT GROUP

LIVONIA, MI 48152

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CRD#: 4872104

Professional summary

Daniel Evan Lagore, AIF®, who also goes by Daniel Evan Lagore, Daniel E Lagore, is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Livonia, Michigan and AE FINANCIAL SERVICES, LLC located in Livonia, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Daniel has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Evan Lagore | Daniel E 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.) HANDPRINTS CHRISTIAN EARLY LEARNING CENTER; YES INVESTMENT RELATED; 38100 UTICA RD, STERLING HEIGHTS MI 48312 ; NATURE INVESTMENT ADVICE FOR FEE; BOARD MEMBER, COMMITTEE MEMBER; START DATE 05/2021; APPROX 1 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; TTEND BOARD MEETINGS QUARTERLY, REVIEW FINANICALS, AND VOTE ON SSUES FOR TUITION AND EVERYDAY DAYCARE PRACTICE 2) Public Notary in State of Michigan - Not investment related. No compensation received. Time spent = less than 1 hour per month. 3) INSURANCE AGENT; SERVICES OFFERED THROUGH OLV INVESTMENT GROUP. NOT INVESTMENT RELATED. TIME SPENT= 10% EACH MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Evan Lagore's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 12, 2021 - Present

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Office #1: 38705 Seven Mile Road Suite 155, Livonia, MI 48152

RIA

CRD#: 312989

LIVONIA, MI

Current

May 26, 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 48307

CRD#: 298608

Livonia, MI

Past

December 10, 2004 - April 30, 2021

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

MACOMB TOWNSHIP, MI

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".

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.

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

Arizona
(1/2/2024)

Florida
(1/2/2024)

Michigan
(5/26/2021)

IAR

Michigan
(7/12/2021)

South Carolina
(11/7/2023)

Tennessee
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/12/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/14/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/14/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/9/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

WRAP BROCHURE (3/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Daniel E. Lagore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Evan Lagore's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

Primary Firm SEC Registration

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2021

Series 63

Date: 1/14/2005

Series 7TO

Date: 6/14/2021

SIE

Date: 10/1/2018

Series 6

Date: 12/9/2004

FINRA

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

TRUST BUT VERIFY

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