William Jones
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
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2016Criminal
March 2012Regulatory
October 2010Regulatory
February 2010Customer Dispute
May 2004Other Business ActivitiesSells Insurance
William is the owner/member of Colston Financial Planning LLC, an Investment Advisor Representative with Oliver LaGore VanValin Investment Group, and a solicitor for Walker Insurance Agency/Walker Agency of MI. He also owns/manages rental properties and spends minimal time on this activity.
Employment History
Current Registrations
Oliver Lagore Vanvalin Investment Group, INC.
Previous Registrations
Ae Financial Services, LLCBroker
Spc
Sigma Financial CorporationBroker
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Cambridge Investment Research, INC.Broker
LPL Financial CorporationBroker
Nylife Securities LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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.