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 6 years of experience in the finance industry.

Similar Advisors
Adam Broughton, financial advisor Kyle TX
Adam C. Broughton
CRD# 4431657
Pbl Wealth Management
Similar Advisors
Leah Coleman, financial advisor Kyle TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Vincent Abio, financial advisor Kyle TX
Vincent R. Abio
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Transce3nd, LLC Kyle, TX Jun 2022 - Current 1
Apu Partners Kyle, TX Jun 2015 - Current 8
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
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
    184
    MILLIONS
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $160,156
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

AZ, CA, CO, FL, GA, MO, ND, NV, TN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.