Joshua
Huard
Transce3Nd LLC
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About this Advisor
Joshua Huard is a financial advisor based out of Kyle, Texas who has 1 year of relevant experience. Huard works at Transce3Nd LLC. Their career trajectory has included roles at National Planning Corporation, Apu Partners, Texas Tech University, Austin Sports And Social Club, Kalos Capital, Kalos Management and Transce3Nd, LLC. Huard has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Transce3Nd LLC is an advisory firm based out of Kyle, TX. The investment advisory business has offices in four locations and a total of nine advisors. It administers $184 million in total assets across its 1,151 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,151 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Transce3Nd LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which service is provided. However, fee types charged by Transce3Nd LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transce3Nd LLC Brokerage Details
$184,339,939
9
1,151
$160,156
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Huard Work History
Joshua has been registered as a financial advisor for 1 years.*
Transce3Nd, LLC
Apu Partners
Kalos Capital
Kalos Management
National Planning Corporation
Austin Sports And Social Club
Texas Tech University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Huard 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
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
Kyle, TX
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