Gerald Cin
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLV charges a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.85%. The specific fees are outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. Fees are billed monthly based on the average daily balance. Employees and their family members may be charged a reduced fee.
Location
607 East Second Avenue, Suite 100, Flint, MI, 48502
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Regulatory History (1)
Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Gerald officiates sports across Michigan for the Michigan High School Athletic Association, dedicating a few hours per week. He is also an investment advisor representative for Oliver Lagore Vanvalin (OLV) Investment Group, spending nearly full-time hours on insurance sales and services, and is involved with other organizations in minimal time commitments.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.