Joel Lagore
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
June 2018Other 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
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Previous Registrations
Sigma Financial CorporationBroker
Spc
Citigroup Global Markets INC.Broker
The Huntington Investment CompanyBroker
State Registrations19 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.