William Joseph Alexander
Investment adviser representative at Transce3nd LLC
20 yearsExperience
1 stateRegistered in
$418.9MFirm assets
4 yearsFirm in business
Are you William Joseph Alexander? 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
20 years in the industry.
- Transce3nd LLCOct 2022 to now
- Alexander FinancialAug 2006 to now
- Brookstone Capital ManagementJun 2008 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5553208
- Firm CRD
- 317745