Joel Everett
Investment adviser representative at Transce3nd LLC
13 yearsExperience
1 stateRegistered in
$418.9MFirm assets
4 yearsFirm in business
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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
13 years in the industry.
- Realta Equities Inc.Jan 2025 to now
- Transce3nd LLCJan 2025 to now
- Gid Martial ArtsJan 2013 to now
- Freedom ProxyAug 2023 to Nov 2024
- Proxy Freedom LLCAug 2023 to Nov 2024
- Uniter Planners' Financial Services of AmericaJan 2020 to Nov 2024
- PostmatesDec 2018 to Nov 2024
- Vitucci and AssociatesAug 2018 to Jan 2024
- RhaAug 2017 to Mar 2018
- Green Wolf EnergyJul 2017 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6994217
- Firm CRD
- 317745