Joel Philip Lagore
Investment adviser representative at Procyon
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Mar 2026 to now
- ProcyonDec 2025 to now
- Procyon Advisors, LLCDec 2025 to now
- Ae Financial Services, LLCApr 2021 to Dec 2025
- Oliver Lagore Vanvalin Investment Group, Inc.Apr 2021 to Dec 2025
- Sigma Financial CorporationFeb 2009 to Apr 2021
- Sigma Planning CorporationFeb 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (TN).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4133514
- Firm CRD
- 288239