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Financial ADVSR advisor directory · SEC adviser records

Transce3nd LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Transce3nd LLC office in Texas, by city and A to Z.

24 registered advisors work at Transce3nd LLC in Texas, out of 37 nationwide; it's the firm's number 1 state by advisors, and the most are in Buda (22). 0 list the CFP designation and 21 are also registered broker representatives.

Transce3nd LLC advisors by city in Texas

Every firm in Texas →

Buda 22Dallas 1Round Rock 1

Transce3nd LLC advisors in Texas, A to Z

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Transce3nd LLC advisors in every state →Transce3nd LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Transce3nd LLC in other states

Arizona 4Missouri 4

Questions

How many Transce3nd LLC financial advisors are in Texas?

24 investment adviser representatives are registered at Transce3nd LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 37 at the firm nationwide. 0 list the CFP designation and 21 are also registered as broker representatives.

Where in Texas does Transce3nd LLC have the most advisors?

Buda, with 22, then Dallas (1). Transce3nd LLC has advisors in 3 cities in Texas.

How do I check a Transce3nd LLC advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Transce3nd LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.