Best Investors Account Sign in
Claim This Profile
Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23

Branch Locations

7900 Windrose Ave, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 04/2014 09/2018
Fidelity Personal And Workplace Advisors Westlake TX 07/2018 09/2018
Unemployed Saginaw TX 09/2018 12/2018
First Command Financial Services, Inc Fort Worth TX 01/2019 04/2022
The Vanguard Group, Inc. Malvern PA 04/2022 05/2022
Self-Employed Saginaw TX 09/2019 Present
Perry Creative Photography Saginaw TX 04/2021 Present
Self-Employed Saginaw TX 05/2022 Present
The Vanguard Group, Inc. Plano TX 05/2022 Present
Vanguard Marketing Corporation Plano TX 05/2022 Present
Self-Employed Saginaw TX 04/2020 Present
Vanguard Advisers, Inc. Plano TX 06/2026 Present
  • 04/2014 → 09/2018
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → 09/2018
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 09/2018 → 12/2018
    Unemployed
    Saginaw, TX
  • 01/2019 → 04/2022
    First Command Financial Services, Inc
    Fort Worth, TX
  • 04/2022 → 05/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2019 → Present
    Self-Employed
    Saginaw, TX
  • 04/2021 → Present
    Perry Creative Photography
    Saginaw, TX
  • 05/2022 → Present
    Self-Employed
    Saginaw, TX
  • 05/2022 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 05/2022 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 04/2020 → Present
    Self-Employed
    Saginaw, TX
  • 06/2026 → Present
    Plano, TX
Previous Registrations
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SAGINAW, TX NATURE OF BUSINESS: PODCAST POSITION: PODCAST HOST START DATE: 09/2019 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HOSTS A PODCAST ABOUT LIFESTYLE AND HUMOR NAME OF BUSINESS: PERRY CREATIVE PHOTOGRAPHY NON-INVESTMENT-RELATED ADDRESS: SAGINAW, TX NATURE OF BUSINESS: PHOTOGRAPHY POSITION: PHOTOGRAPHER START DATE: 04/2021 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SELL PRINTS AND DO PRODUCT PHOTOGRAPHY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SAGINAW, TX NATURE OF BUSINESS: YOGA INSTRUCTOR POSITION: YOGA TEACHER START DATE: 05/2022 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: YOGA INSTRUCTOR NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SAGINAW, TX NATURE OF BUSINESS: ACTING AND MODELING POSITION: ACTOR AND MODEL START DATE: 04/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PARTICIPATING IN PHOTOSHOOTS AND FILMING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-01
  • S66 Uniform Combined State Law Examination
    2015-06-01
Other Names
  • Lance Perry

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor