Lance W Roberts
Lance W Roberts graduated from the US Air Force Academy and the Fletcher School of Law and Diplomacy. He holds the FINRA Series 7 General Securities Representative, FINRA Series 24 General Securities Principal, and FINRA Series 66 Investment Advisor Representative as well as being a Registered Financial Consultant with the International Association of Registered Financial Consultants. Lance also holds the status of Enrolled Agent (EA) with the Internal Revenue Service.
He joined an English brokerage house in 1986 to open a Bangkok office, moving to Integrated Resource, an American broker-dealer, in January 1989. The Integrated Resources international operation became TieCare Financial Services. In 2004 TieCare International split its insurance and financial operation. All investment and financial planning services were transferred to The Investment Center, Inc., a US broker-dealer. Lance took over management of the international investment business with that transition.
Linda McCabe Roberts
Linda McCabe Roberts attended Butler University and Johns Hopkins School for Advanced International Studies. She holds the FINRA Series 7 General Securities Representative and FINRA Series 66 Investment Advisor Representative Licenses (administered by the Financial Services Regulatory Authority, or FINRA) as well as being an Enrolled Agent (EA) with IRS registration.
After working with a Washington think-tank and subsequently the Asian Development Bank as an economic consultant in the Philippines and consulting for USAID and the World Bank, Linda joined TieCare Financial Services in 1997 as a registered representative of The Investment Center, Inc. In 2001 she moved her office to Singapore where her boys graduated from Singapore American School. In 2004 TFS was wound up in favor of The Investment Center, Inc., and she continued her investment services with an expatriate client base.
Linda and Lance were married on the 4th of July, 2006. They moved the office to Singapore, establishing The Investment Center International Ltd, representing the international branch office for the US broker-dealer.
Stephen Boush
Stephen Boush joined The Investment Center in 2005 and has been providing financial planning and advisory services for clients around the world. Focused on retirement planning and client education, Dr. Boush brings a broad wealth of knowledge to bear for his clients with the goal of education as well as portfolio growth.
Stephen is a FINRA licensed broker with series FINRA Series 7 General Securities Representative, FINRA Series 66 Investment Advisor Representative, and FINRA Series 24 General Securities Principal licenses and in addition to financial planning, advisory, and brokerage services he holds the status of Enrolled Agent (EA) with the Internal Revenue Service for tax filing services as well as various health, life, and annuity insurance licenses.
Having lived abroad for most of his life, and now located in East Asia, Stephen has a unique understanding of the financial needs facing the expatriate community and is able to assist nationals of any country to find the best blend of investments and assets to help attain their savings and financial goals.
David Lim
David Lim joined The Investment Center in 2009 and serves as a dynamic, results-oriented financial advisor to his clients. He has experience in insurance, investment sales, asset management and financial planning.
David carries a strong portfolio of skills, including effective management, product knowledge, customer service and a keen listening ability to allow him to understand and provide solutions to a client’s needs. He has been a financial investment advisor since 2003 in the San Francisco Bay Area and now resides in Singapore with his Italian architect wife. His daughter will be working as a mechanical engineer in the US.
David is a cum laude graduate from the University of San Francisco with a bachelor’s degree in Computer Science. Immediately before joining The Investment Center, David worked for about 7 years as a Senior Financial Advisor at Waddell & Reed of San Mateo, CA, developing and implementing financial plans for individuals and businesses.
David is a FINRA licensed broker with series FINRA Series 7 General Securities Representative and FINRA Series 66 Investment Advisor Representative licenses, holds the status of Enrolled Agent (EA) with the Internal Revenue Service.
David holds state insurance licensing through the state of California for health, life, and annuity insurance licenses.