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Lance Eric Roberts

RIA Advisors

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About Lance Eric Roberts

Lance Roberts is a financial advisor with RIA Global Research, LLC and RIA Wealth Advisors, LLC. Lance is a Registered Investment Advisor in Texas and has worked in the industry since 1999. Lance has worked in the financial services industry in various roles and has expertise in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Educational Seminars.

Firm Information

Lance Roberts is currently registered with RIA Advisors. RIA Advisors is a Houston, TX-based firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, publication of periodicals, portfolio management for businesses and individuals. The firm has 6 licensed agents, 9 investment advisor representatives, and 14 investment advisory functions. RIA Advisors primarily works with individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, business development companies, and corporations or other businesses.
RIA Advisors

11750 KATY FREEWAY

HOUSTON, TX 77079

$1.53B

Assets Under Management

Not reported

Total Clients

12

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lance Roberts’s Registration & Firm History

TX

12/22/2015 - Present

RIA Advisors (HOUSTON TX)

TX

02/10/2010 - 12/20/2010

MEADOWBROOK SECURITIES LLC (HOUSTON TX)

TX

08/10/2001 - 04/21/2008

WUNDERLICH SECURITIES, INC. (HOUSTON TX)

TX

05/16/2001 - 08/08/2001

STANFORD GROUP COMPANY (HOUSTON TX)

TX

04/08/1999 - 05/24/2001

TIG CAPITAL SECURITIES CO. (HOUSTON TX)

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Licenses & Designations

IA

Issued 06/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1999

Series 24 - General Securities Principal Examination

BC

Issued 12/20/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Eric Roberts.
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