Vincent
Annable

Transce3Nd LLC

CRD#1033573
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Vincent Annable is a financial advisor based in Scottsdale, Arizona, working with Transce3Nd LLC. Vincent has previously held positions at Newbridge Securities, Center Street Securities, Inc, Center Street Advisors, Inc, Wealth Strategies Advisory Group, LLC, Arete Wealth Advisor LLC, Coastal Investment Advisors, Realta Equities, Inc, and Transce3Nd, LLC. Vincent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, North Dakota, and Texas. Currently, Vincent is part of Transce3Nd LLC, which operates out of Scottsdale, Arizona. The firm has 11 offices and 31 employees. The firm manages assets totaling $313.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Transce3Nd LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

17207 N Perimeter Drive #120
Scottsdale, AZ 85255

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Transce3Nd LLC Brokerage Details

Total Assets Under Management

$313,196,458

AZ Average: $3,042,739,679
Total Number of Employees

31

AZ Average: 49
Total Number of Accounts

2,378

AZ Average: 2,315
Average Account Size

$131,706

AZ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Vincent Annable Work History

2023 - Present (1 year)

Transce3Nd, LLC

2021 - Present (3 years)

Realta Equities, Inc

2021 - 2023 (2 years)

Coastal Investment Advisors

2020 - 2023 (3 years)

Wealth Strategies Advisory Group, LLC

2020 - 2021 (1 year)

Arete Wealth Advisor LLC

2015 - 2020 (5 years)

Center Street Securities, Inc

2015 - 2020 (5 years)

Center Street Advisors, Inc

2009 - 2015 (6 years)

Newbridge Securities

Disclosures

Please visit the SEC profile of Vincent Annable to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transce3Nd LLC

Robert Annable
Scottsdale, AZ
Steven Holland
Kyle, TX
Stephen Joseph
Kyle, TX
Joshua Huard
Kyle, TX
Amy Joslin
Scottsdale, AZ
Micah Medellin
Kyle, TX
Arpit Sharma
Kyle, TX

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