Lacey
Thompson-Krul
Transce3Nd LLC
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About this Advisor
Lacey Thompson-Krul is a financial advisor based in Kyle, Texas, working with Transce3Nd LLC. Lacey has previously held positions at Chick-Fil-A, Bankers Life, Synchronized Risk & Financial Resources, Washington National, Surefire Financial Inc, Madison Avenue Securities, E3 Consultant Group, and Transce3Nd LLC. Lacey has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Lacey 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 selection of other advisers. The fee structure at Transce3Nd LLC includes asset-based and fixed fees.
Certifications and Registrations
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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
Lacey Thompson-Krul Work History
Transce3Nd LLC
Madison Avenue Securities
E3 Consultant Group
Surefire Financial Inc
Washington National
Synchronized Risk & Financial Resources
Bankers Life
Chick-Fil-A
Chick-Fil-A
Disclosures
Please visit the SEC profile of Lacey Thompson-Krul 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
Scottsdale, AZ
Kyle, TX
Kyle, TX
Scottsdale, AZ
Kyle, TX
Kyle, TX
Kyle, TX
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