Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
24yrs
Lance Singletary
Financial advisor at Valic Financial Advisors
Lance Singletary is a fiduciary financial advisor in Houston, Texas, with 24 years in the industry. Lance joined Valic Financial Advisors in 2018, after 11 years at USAA Financial Planning Services. Lance’s designations include CFP® and ChFC.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 25% by experience at Valic Financial Advisors
Office2929 Allen Parkway, Houston, TX 77019
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowValic Financial Advisors, Inc.Current firm
- 2002 – 2013USAA Financial Planning ServicesPreviously
Contact Lance
(866) 544-4968Valic Financial Advisors main office 2929 Allen ParkwayHouston, TX 77019Office · Get directions Firm websitewww.valic.com
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Questions to ask Lance
Tailored to Lance’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call Valic Financial Advisors at (866) 544-4968 and ask for Lance Singletary. Lance works from the Houston, TX office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2002, about 24 years. Top 25% by experience at Valic Financial Advisors.
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?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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