JL
CFP
JL
CFP
Joel Lagore is a CFP-designated registered investment advisor, based in Brentwood, TN, with 25 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Brentwood, TN
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2018Settled
Other Business ActivitiesSells Insurance
Joel is a partner/financial advisor at OLV Investment Group, where he spends nearly full-time on insurance sales and services. He also has ownership roles in OLV Foundation, OLV Real Estate, OLV Tax Services, JPL Music, Inc., and hosts a radio show for Christian Broadcasting Systems, dedicating varying amounts of time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2026 - Present · 7 mos
Purshe Kaplan Sterling Investments
March 2026 - Present · 7 mos
Procyon
December 2025 - Present · 10 mos
Previous Registrations
Oliver Lagore Vanvalin Investment Group, INC.
April 2021 - December 2025 · 4 yrs 8 mos
Ae Financial Services, LLCBroker
April 2021 - December 2025 · 4 yrs 8 mos
Spc
February 2009 - April 2021 · 12 yrs 2 mos
Sigma Financial CorporationBroker
February 2009 - April 2021 · 12 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2005 - March 2009 · 4 yrs 1 mo
The Huntington Investment CompanyBroker
June 2001 - February 2005 · 3 yrs 8 mos
State Registrations10 states
AZCACOCTFLGAMIOHTNTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
More Advisors
- Stuart Goss, CFPLPL Financial LLC
- David Upshaw, CFPEdward Jones
- Charles Grummon, CFPWells Fargo Advisors
- Dennis Carter, CFPSeven Springs Wealth Group
- Samantha Bell, CFPWealth Enhancement Advisory Services, LLC
- Daniel Banaszak, CFAPlanrock Wealth Strategies, LLC