PPrivate Fund Data Log in Join · $37/mo

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

TitleManaging Partner And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2024
View Expatriate Financial Strategies LLC →