Lance Eric Roberts
Chief Investment StrategistClarity Financial, LLCCRD 3068207
About Lance Eric Roberts
Lance Eric Roberts is listed as Chief Investment Strategist at Clarity Financial, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Lance Eric Roberts is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Clarity Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lance Eric Roberts work?
Lance Eric Roberts is listed as Chief Investment Strategist at Clarity Financial, LLC on SEC Form ADV.
How much of Clarity Financial, LLC does Lance Eric Roberts own?
Form ADV reports a beneficial ownership band of Under 5%.
Clarity Financial, LLC
| Title | Chief Investment Strategist |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Clarity Financial, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |
RIA Global Research, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |
RIA Global Research, LLC
| Title | Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2026 |