Lance Warren Roberts
Managing Partner And Chief Compliance OfficerExpatriate Financial Strategies LLCCRD 1905342
About Lance Warren Roberts
Lance Warren Roberts is listed as Managing Partner And Chief Compliance Officer at Expatriate Financial Strategies LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Expatriate Financial Strategies LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lance Warren Roberts work?
Lance Warren Roberts is listed as Managing Partner And Chief Compliance Officer at Expatriate Financial Strategies LLC on SEC Form ADV.
How much of Expatriate Financial Strategies LLC does Lance Warren Roberts own?
Form ADV reports a beneficial ownership band of 50-75%.
Expatriate Financial Strategies LLC
| Title | Managing Partner And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |