Judy Goldis (CRD# 2142344) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Bloomfield Drive, MI and has over 32 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Financial Services, LLC | Topeka, KS | Jun 2021 - Current | 2 |
| Oliver Lagore Vanvalin Investment Group, Inc. | Flint, MI | May 2021 - Current | 3 |
| Goldis Financial Group | Bloomfields Hills, MI | Jan 1991 - Current | 33 |
| Spc | Ann Arbor, MI | Sep 2005 - May 2021 | 15 |
| Sigma Financial Corporation | Ann Arbor, MI | Aug 1997 - May 2021 | 23 |
| Century 21 | Farmington Hills, MI | Dec 1992 - Jan 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- MI
-
Total Assets Under Management454MILLIONS
-
Total Number of Accounts3,669ACCOUNTS
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Average Account Value$123,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NH, NY, OH, TN, TX, VA, WA, WI
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