Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Singletary is a financial advisor with Valic Financial Advisors, Inc. Lance has been in the financial industry since 2004 and holds a variety of licenses, including Series 6, 7, 26, and 63. Lance specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, corporations, and other businesses. Lance also recommends wrap accounts to clients. Lance is a Certified Financial Planner and a Chartered Financial Consultant. In addition to Valic Financial Advisors, Inc., Lance has worked at USAA Investment Management Company and USAA Financial Advisors, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
01/10/2018 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
01/02/2004 - 07/01/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/19/2000 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 12/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 01/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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