Loopbaan van Lance E. Roberts
Eerdere bekende functies van Lance E. Roberts
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Algemeen Directeur | - | - |
| Portefeuillebeheerder-Aandelen | - | - |
Opleiding van Lance E. Roberts
| Texas State University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| Undergraduate Degree | 1 |
| Chief Executive Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Consumer Services | 2 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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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