Chad
Benoit
Transce3Nd LLC
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About this Advisor
Chad Benoit is a financial advisor based in Kyle, Texas, working with Transce3Nd LLC. Chad has previously held positions at National Planning Corporation, Royal Alliance, Madison Avenue Securities, E3 Wealth, and Transce3Nd. Chad has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Chad is part of Transce3Nd LLC, which operates out of Kyle, Texas. 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.
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Fee Structure
Office Location
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Transce3Nd LLC Brokerage Details
$313,196,458
31
2,378
$131,706
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Benoit Work History
Transce3Nd
Madison Avenue Securities
E3 Wealth
Royal Alliance
National Planning Corporation
Disclosures
Please visit the SEC profile of Chad Benoit 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
Kyle, TX
Kyle, TX
Scottsdale, AZ
Kyle, TX
Kyle, TX
Scottsdale, AZ
Kyle, TX
Kyle, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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