Lance Warren Roberts

Current Employers

Employment History

• 07/2004 → 02/2025
  The Investment Center, Inc
  Las Vegas, NV
• 08/2007 → 02/2025
  Ic Advisory Services Inc
  Las Vegas, NV
• 02/2025 → 10/2025
  Expatriate Financial Strategies Llc
  Las Vegas, NV
• 10/2025 → Present
  Lpl Financial
  Reston, VA
• 10/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2025-04-04 → 2025-11-20
  Expatriate Financial Strategies Llc
  Las Vegas, NV
• 2007-08-02 → 2025-03-03
  Ic Advisory Services, Inc.
  Thailand
  Bedminster, NJ
  Artigueloutan
  Panama City
  Las Vegas, NV

Other Businesses

1) 10/2025 - Private Advisor Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 10/2025 - Lance W Roberts, EA, DBA Tietax / Tax Prep/Accounting/CPA / Inv Related / Hilo HI 96720 / Start date 04/01/1987 - 60 hrs per month - 30 % time spent 3) 10/2025 - Global Advisor Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 4) 10/29/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/02/2025 - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-18