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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Lance David Perry

Advisor at VANGUARD ADVISERS, INC.

PLANO, TX

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Search this name across graphsid dfx:ria:49fc8576-8fd1-2fa2-5084-40442ce98d37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 23, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 1, 2015
First registration: May 23, 2017
Dual registered: yes, broker-dealer
Other names: Lance Perry
IAPD individual key: 6422650

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 23, 2026	n/a	yes	PLANO, TX	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	May 3, 2022	Nov 4, 2025	no	Malvern, PA\|Plano, TX	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Jan 18, 2019	Apr 7, 2022	no	FORT WORTH, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Sep 28, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 23, 2017	Jul 13, 2018	no	WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST COMMAND ADVISORY SERVICES	VANGUARD ADVISERS, INC.	Apr 7, 2022	May 3, 2022	26	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FIRST COMMAND ADVISORY SERVICES	Sep 28, 2018	Jan 18, 2019	112	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
May 3, 2022 to Nov 4, 2025factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 18, 2019 to Apr 7, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Sep 28, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 23, 2017 to Jul 13, 2018factForm ADV

Dated events

Occurred
Apr 7, 2022
Advisor changed firm
Lance David Perry left First Command Advisory Services for Vanguard Advisers, Inc. (registered 2022-05-03)
Form ADVobserved 6 days ago