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Lance Warren Roberts

IC Advisory Services, Inc.

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About Lance Warren Roberts

Lance Roberts is a financial professional with over 30 years of experience in the investment industry. He is currently a Registered Representative with IC Advisory Services, Inc. Lance has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Lance's areas of expertise include financial planning, portfolio management, and pension consulting. He is committed to helping clients achieve their financial goals through a personalized approach.

Firm Information

Lance Roberts is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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

NJ

08/02/2007 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NA

10/07/1998 - 07/20/2004

TIECARE FINANCIAL SERVICES, INC. (VIENNA 1130 )

FL

04/09/1997 - 10/14/1998

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NY

07/31/1989 - 06/20/1997

EASTBROKERS NORTH AMERICA, INC. (NEW YORK NY)

NA

01/30/1989 - 08/11/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BOTH

Issued 07/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lance Warren Roberts.
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