Profile
Mr. Lance E.
Roberts is Chief Executive Officer & General Partner at Streettalk Advisors LLC.
He has more than 25 years from private banking and investment management experience.
Mr. Roberts is also the Chief Editor of the X-Repo.
Mr. Roberts received his undergraduate degree from Texas State University.
Former positions of Lance E. Roberts
Companies | Position | End |
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Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Chief Executive Officer | - |
Training of Lance E. Roberts
Texas State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Finance |
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