Oliver Lagore Vanvalin Investment Group, Inc.

Oliver Lagore Vanvalin Investment Group, Inc. (CRD# 312989) is a financial advisory firm headquartered in Flint, MI. They manage $454,311,121 in 3,669 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    454
    MILLION
  • Total Number of Accounts
    3,669
    ACCOUNTS
  • Average Account Value
    $123,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NH, NY, OH, TN, TX, VA, WA, WI

Financial Advisors at Oliver Lagore Vanvalin Investment Group, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Susan M. Buchheit
CRD#: 3190854
607 East Second Avenue, Suite 100, Flint, MI 48502

Susan Buchheit (CRD# 3190854) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 6 years of experience in the finance industry.

2
Scott R. Carty
CRD#: 4800449
607 East Second Avenue, Suite 100, Flint, MI 48502

Scott Carty (CRD# 4800449) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 16 years of experience in the finance industry.

3
William R. Clark
CRD#: 1061582
6898 Lebanon Road, Suite 101, Frisco, TX 75034

William Clark (CRD# 1061582) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Frisco, TX and has over 41 years of experience in the finance industry.

4
Judy I. Goldis
CRD#: 2142344
607 East Second Avenue, Suite 100, Flint, MI 48502

Judy Goldis (CRD# 2142344) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 32 years of experience in the finance industry.

5
Marc W. Janca
CRD#: 5777785
607 E 2nd Avenue, Flint, MI 48502

Marc Janca (CRD# 5777785) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 13 years of experience in the finance industry.

6
Gregory E. Jerke
CRD#: 2139755
607 East Second Avenue, Suite 100, Flint, MI 48502

Gregory Jerke (CRD# 2139755) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 32 years of experience in the finance industry.

7
Joel P. Lagore
CRD#: 4133514
607 East Second Avenue, Suite 100, Flint, MI 48502

Joel Lagore (CRD# 4133514) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 22 years of experience in the finance industry.

8
Sonya K. Lagore
CRD#: 5651978
607 East Second Avenue, Suite 100, Flint, MI 48502

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.

9
Benjamin D. Oliver
CRD#: 6381383
607 East Second Avenue, Suite 100, Flint, MI 48502

Benjamin Oliver (CRD# 6381383) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 8 years of experience in the finance industry.

10
Jesse M. Vanvalin
CRD#: 5292837
607 East Second Avenue, Suite 100, Flint, MI 48502

Jesse Vanvalin (CRD# 5292837) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 16 years of experience in the finance industry.

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