Troy Ray Thompson
Investment adviser representative at Transce3nd LLC
18 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
18 years in the industry.
- Transce3nd, LLCSep 2025 to now
- Realta Equities, Inc.Jan 2025 to now
- Elite Assurance TeamJul 2022 to now
- Symmetry Financial GroupMay 2018 to Jul 2022
- American Money GroupDec 2017 to May 2018
- Immigration and Customs EnforcementSep 2008 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 8033396
- Firm CRD
- 317745