EXPATRIATE FINANCIAL STRATEGIES LLC

EXPATRIATE FINANCIAL STRATEGIES LLC is an SEC-registered investment adviser (CRD 334264).

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Lance Warren RobertsMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
Linda Mccabe RobertsPARTNER

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