Lance David Perry
Investment Adviser Representative at Vanguard Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lance David Perry is an investment adviser representative with Vanguard Advisers, Inc. in Plano, TX, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 4 firms, including First Command Advisory Services and Fidelity Personal and Workplace Advisors. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 94
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
2 states and territories
Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services LLCApr 2014 – Sep 2018Westlake, TX
- Fidelity Personal AND Workplace AdvisorsJul 2018 – Sep 2018Westlake, TX
- UnemployedSep 2018 – Dec 2018Saginaw, TX
- First Command Financial Services, IncJan 2019 – Apr 2022Fort Worth, TX
- THE Vanguard Group, Inc.Apr 2022 – May 2022Malvern, PA
- Self-employedSep 2019 – no end date reportedSaginaw, TX
- Perry Creative PhotographyApr 2021 – no end date reportedSaginaw, TX
- Self-employedMay 2022 – no end date reportedSaginaw, TX
- THE Vanguard Group, Inc.May 2022 – no end date reportedPlano, TX
- Vanguard Marketing CorporationMay 2022 – no end date reportedPlano, TX
- Self-employedApr 2020 – no end date reportedSaginaw, TX
- Vanguard Advisers, Inc.Jun 2026 – no end date reportedPlano, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanguard Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,379
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Malvern, PA
- SEC file number:
- 801-49601
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Vanguard Advisers, Inc.
Showing 12 of 2,379 in the directory
Similar advisors in Plano, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lance David Perry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched