Lance Eric Roberts
Investment Adviser Representative at SIMPLEVISOR
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lance Eric Roberts has worked in the securities industry since 2003. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Passive Model Portfolios | 0.75% |
| Active Model Portfolios | 1.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Simplevisor Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at SIMPLEVISOR
1 other advisor in the directory
View SIMPLEVISOR firm profileThis profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lance Eric Roberts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.