Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance David Perry is an investment advisor representative with Vanguard Advisers, Inc. Lance has been in the financial services industry for over 7 years. Lance holds the Series 66, Series 7, Series 9, Series 10 and Series 99TO licenses. Lance is registered to provide investment advice in Pennsylvania and Texas. In addition to his role at Vanguard, Lance also operates his own photography business, Perry Creative Photography, and teaches Yoga.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/03/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
01/14/2019 - 04/07/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
03/03/2015 - 09/06/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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