Linda M. Roberts

EXPATRIATE FINANCIAL STRATEGIES LLC

LAS VEGAS, NV

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CRD#: 2930402

Professional summary

Linda Mccabe Roberts, who also goes by Linda Sue Markey, Linda Markey Mccabe, Linda S Markey, Linda M Roberts, Linda Markey Mccabe Roberts, is a registered financial advisor currently at EXPATRIATE FINANCIAL STRATEGIES LLC located in Las Vegas, Nevada.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Linda has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda Sue Markey | Linda Markey Mccabe | Linda S Markey | Linda M Roberts | Linda Markey Mccabe Roberts

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. TIETAX TAX SERVICE, INC. US INCOME TAX PREP FOR AMERICAN EXPATRIOTS. EMPLOYEE. PREPARATION OF TAX RETURNS. 20 HOURS PER MONTH. Linda McCabe Roberts is an Enrolled Agent and practices before the IRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Mccabe Roberts's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 8, 2025 - Present

EXPATRIATE FINANCIAL STRATEGIES LLC

RIA

CRD#: 334264

LAS VEGAS, NV

Past

August 2, 2007 - March 3, 2025

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

LAS VEGAS, NV

Past

July 22, 2004 - March 3, 2025

THE INVESTMENT CENTER, INC.

CRD#: 17839

LAS VEGAS, NV

Past

October 20, 1998 - July 20, 2004

TIECARE FINANCIAL SERVICES, INC.

CRD#: 44981

VIENNA 1130,

Past

August 18, 1997 - November 3, 1998

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(4/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/1997

General Securities Representative Examination

Current Firm

EXPATRIATE FINANCIAL STRATEGIES LLC

CRD#: 334264 / SEC#: 801-131952

RIA

Registered Investment Advisory firm - (2/10/2025 120-Day Approval)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(702) 785-1246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - EXPATRIATE FINANCIAL STRATEGIES LLC (1/9/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Linda M. Roberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Mccabe Roberts's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXPATRIATE FINANCIAL STRATEGIES LLC

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

TIECARE FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/14/1997

Current Firm

EXPATRIATE FINANCIAL STRATEGIES LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

EXPATRIATE FINANCIAL STRATEGIES LLC

TRUST BUT VERIFY

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