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Joel L
CFP®, Series 63, Series 65
Brentwood, TN
Procyon
Joel Lagore is a CFP® with 25 years of industry experience, currently serving as an investment advisor representative at Procyon Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc., AE Financial Services, LLC, and Sigma Planning Corporation. Outside of finance, he is the owner of JPL Music LLC, a music industry business based in Brentwood, TN. Procyon serves a wide range of clients, including individuals, high-net-worth families, businesses, and institutional investors. The firm employs a primarily long-term, fundamental-analysis-driven investment approach, managing assets through both discretionary and non-discretionary mandates and offering services such as financial planning, retirement plan advisory, and model-portfolio signal delivery to other advisers.
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