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Elizabeth Ann Lacroix

Alliance-ONE Investments, LLC

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About Elizabeth Ann Lacroix

Elizabeth Lacroix is a financial professional with over 25 years of experience in the financial services industry. Elizabeth is currently registered with Alliance-ONE Investments, LLC and is licensed to sell securities in Oklahoma. Elizabeth has held previous positions with MetLife Investors Distribution Company, New England Securities, MetLife Securities Inc. and Metropolitan Life Insurance Company. Elizabeth has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

Elizabeth Lacroix is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Elizabeth Lacroix’s Registration & Firm History

OK

08/11/2017 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

NY

12/05/2012 - 08/11/2017

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

RI

12/05/2012 - 12/08/2014

NEW ENGLAND SECURITIES (WEST WARWICK RI)

RI

06/18/1996 - 09/11/2013

METLIFE SECURITIES INC. (WEST WARWICK RI)

RI

06/18/1996 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WEST WARWICK RI)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Ann Lacroix.
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