Scott Carty
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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is involved in insurance sales and services through OLV Investment Group, dedicating nearly full-time hours. He also sells fixed insurance and fixed indexed annuities, committing full-time hours to this activity, and volunteers as a coach at Plymouth Christian Academy, spending about half his time.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Previous Registrations
Sigma Financial CorporationBroker
Spc
Carty Capital Management
Insight Folios
Jack Keeter & Associates, INC.
Brokers International Financial Services, LLC.Broker
Kalos Capital, INC.Broker
Investacorp, INC.Broker
Sigma Financial CorporationBroker
State Registrations12 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.