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Lauri Lynn Morgan

Alliance-ONE Investments, LLC

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About Lauri Lynn Morgan

Lauri Lynn Morgan is a financial professional with over 20 years of experience in the industry. She has held various roles with prominent firms, including Metropolitan Life Insurance Company, MetLife Securities Inc., New England Securities, and MetLife Investors Distribution Company. Currently, Lauri is registered with Alliance-ONE Investments, LLC, a firm based in Tulsa, Oklahoma. Lauri has successfully passed the Series 6, Series 26, and SIE exams. Lauri is dedicated to helping clients achieve their financial goals.

Firm Information

Lauri Morgan 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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Lauri Morgan’s Registration & Firm History

OK

10/31/2019 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

OK

01/28/2016 - 10/31/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (Tulsa OK)

NY

03/12/2010 - 10/02/2012

NEW ENGLAND SECURITIES (NEW YORK NY)

OK

03/21/1996 - 10/02/2012

METLIFE SECURITIES INC. (TULSA OK)

OK

03/21/1996 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (TULSA OK)

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Licenses & Designations

BC

Issued 12/02/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauri Lynn Morgan.
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