Lance Klaff Davison

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 01/2024
  Foreside Fund Services, Llc
  Bethesda, MD
• 06/2018 → 01/2024
  Advisorshares Investments, Llc
  Bethesda, MD
• 08/2015 → 06/2018
  Independent Consulting
  Baltimore, MD
• 09/2015 → 06/2018
  University Of Maryland, Smith School Of Business
  Washington, DC
• 02/2026 → Present
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
• 02/2024 → 02/2026
  Unemployed
  Owings Mills, MD

Previous Registrations

• 2008-11-18 → 2010-08-13
  John Hancock Investment Management Llc
  Boston, MA
• 2008-11-18 → 2010-08-13
  Manulife Investment Management (Us) Llc
  Boston, MA

Other Businesses

AGIA POSITION: Agent NATURE: non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/09/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securites Insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-11
• S63 Uniform Securities Agent State Law Examination
  2018-10-25
• S65 Uniform Investment Adviser Law Examination
  2008-11-04

Other Names

• Lance Klaff Davison
• Lance K Davison
• Lance Davison