UBS Financial Services
47yrs
Top advisor by experience in Plano
11yrs
Lance Perry is a fiduciary financial advisor in Plano, Texas, with 11 years in the industry. After three years at First Command Advisory Services and less than a year at Fidelity Personal and Workplace Advisors, Lance joined Vanguard Advisers in 2026, a firm offering financial planning, investment management, and private fund management. Vanguard Advisers reports being paid through a percentage of assets and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 64% of advisors in Plano
Office7900 Windrose Ave, Plano, TX 75024
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowVanguard Advisers, Inc.Current firm
- 2022 – 2025Vanguard Advisers, Inc.Previously
- 2019 – 2022First Command Advisory ServicesPreviously
- Jul 2018 – Sep 2018Fidelity Personal and Workplace AdvisorsPreviously
- May 2017 – Jul 2018Strategic Advisers LLCPreviously
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
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About Lance
How do I contact Lance?
Call Vanguard Advisers at 610-669-1000 and ask for Lance Perry. Lance works from the Plano, TX office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2015, about 11 years. More experience than 64% of advisors in Plano.
What licenses does Lance hold?
Series 66. 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?
Vanguard Advisers reports being paid by a percentage of the assets they manage, 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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