Joshua Huard, financial advisor Kyle TX

Joshua Huard

CRD Number: 6516166
Current Firm: Transce3nd LLC

Joshua Huard (CRD# 6516166) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Transce3nd, LLC Kyle, TX Jun 2022 - Current < 1
Apu Partners Kyle, TX Jun 2015 - Current 7
Kalos Capital Alpharetta, GA Jul 2017 - Jul 2022 5
Kalos Management Alpharetta, GA Jul 2017 - Jul 2022 5
National Planning Corporation Kyle, TX Aug 2015 - Jul 2017 1
Austin Sports And Social Club Austin, TX Dec 2013 - Jun 2015 1
Texas Tech University Lubbock, TX Aug 2010 - Dec 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Joshua M. Huard
Phone Number: 512-268-9220
Firm Website: https://transcendim.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $228,035
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, GA, MO, TN, TX

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