Larry Kenneth Lyons
Investment adviser representative at Transce3nd LLC
17 yearsExperience
2 statesRegistered in
ChFC®Designation
$418.9MFirm assets
Are you Larry Kenneth Lyons? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Transce3nd, LLCOct 2022 to now
- Ae Wealth Management LLCJul 2022 to now
- Madison Avenue SecuritiesJul 2022 to now
- E3 WealthAug 2005 to now
- Transce3nd, LLCJun 2022 to Jul 2022
- Lyons Wealth ManagementFeb 2021 to Jul 2022
- Kalos Capital, IncMay 2005 to Jul 2022
- Kalos Management, Inc.May 2005 to Jul 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Transce3nd LLC
$418.9MAssets managed
1,620Clients
42Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2856522
- Firm CRD
- 317745