Kyle Robarge, financial advisor Kyle TX

Kyle Robarge

CRD Number: 6608423
Current Firm: Transce3nd LLC

Kyle Robarge (CRD# 6608423) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 7 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Madison Avenue Securities San Diego, CA Jul 2022 - Current 1
Transce3nd, LLC Kyle, TX Jun 2022 - Current 1
E3 Wealth Kyle, TX Jul 2017 - Current 6
Kalos Capital Alpharetta, GA Jul 2017 - Jul 2022 5
Kalos Management Alpharetta, GA Jul 2017 - Jul 2022 5
National Planning Corporation Kyle, TX Jan 2016 - Jul 2017 1
Romman, Inc. Austin, TX Nov 2006 - Feb 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Kyle J. Robarge
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

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