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Career history of Lance E. Roberts
Former positions of Lance E. Roberts
Companies | Position | Start | End |
---|---|---|---|
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 | - | - |
Portfolio Manager-Equities | - | - |
Training of Lance E. Roberts
Texas State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
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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