Lance Roberts, financial advisor Houston TX
58 score

Lance Roberts

CRD Number: 3068207
Current Firm: Clarity Financial, LLC

Lance Roberts (CRD# 3068207) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Clarity Financial, LLC Houston, TX Dec 2015 - Current 1
Streettalk Insurance Agency, LLC Houston, TX Sep 2004 - Current 12
Streettalk Advisors, Llc (sta Wealth Management, Llc) Houston, TX Oct 2002 - Current 14
Sta Wealth Management, LLC Houston, TX Jun 2003 - Dec 2015 12
Wunderlich Securities, Inc. Houston, TX Aug 2001 - Apr 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lance E. Roberts
Phone Number: 281-501-1791
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $436,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, LA, TX

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BADGES
58

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