UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
35yrs
Based in Dallas, Texas, Lance Riddle is a fiduciary financial advisor with 35 years of industry experience. Lance has been with Optimal Wealth Advisors since 2019; before that, Lance spent eight years at LPL Financial. Lance holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 7% by experience in Texas
Office4100 Spring Valley Road Suite 830, Dallas, TX 75244
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$254,204
States licensed ?1 state
Services through Optimal Wealth Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowOptimal Wealth Advisors, LLCCurrent firm
- 2009 – 2018Optimal Wealth Advisors, LLCPreviously
- 2001 – 2009LPL Financial LLCPreviously
Contact Lance
(972) 999-1042Optimal Wealth Advisors main office 4100 Spring Valley Road Suite 830Dallas, TX 75244Office · Get directions Firm websiteHTTPS://www.optimalwealth.com
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Questions to ask Lance
Tailored to Lance’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lance
How do I contact Lance?
Call Optimal Wealth Advisors at (972) 999-1042 and ask for Lance Riddle. Lance works from the Dallas, TX office.
How long has Lance been a financial advisor?
Lance has been in the industry since 1992, about 35 years. Top 7% by experience in Texas.
What licenses does Lance hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Optimal Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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