Sonya Lagore (CRD# 5651978) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 11 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group, Inc. | Flint, MI | Apr 2021 - Current | 3 |
| Ae Financial Services, LLC | Topeka, KS | Apr 2021 - Current | 3 |
| Olv Investment Group | Flint, MI | Jan 2012 - Current | 12 |
| Spc | Ann Arbor, MI | Jan 2013 - Apr 2021 | 8 |
| Sigma Financial Corporation | Ann Arbor, MI | Feb 2009 - Apr 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- MI
-
Total Assets Under Management454MILLIONS
-
Total Number of Accounts3,669ACCOUNTS
-
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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