Joshua HuardCRD 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.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management106MILLIONS
Total Number of Accounts465ACCOUNTS
Average Account Value$228,035
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, GA, MO, TN, TX
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