Roy Lissarrague
Roy Lissarrague is a registered investment advisor at Oneamerica Securities, INC., based in Harahan, LA, with 30 years of industry experience. Roy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
5817 Citrus Blvd, Suite B, Harahan, LA, 70123
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2016Other Business ActivitiesSells Insurance
Roy sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. Roy also owns rental properties that generate passive income.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Oneamerica Securities, INC.Broker
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Susan Aucoin, ChFCState Farm Investment Management CORP.
- Kenneth Aucoin, CFPEdward Jones
- Michael Walker, ChFCCetera Investment Advisers LLC
- Evan Aucoin, CFPEdward Jones
- Barcley Steib, ChFCState Farm Investment Management CORP.