Lacey Thompson-Krul (CRD# 7792142) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transce3nd LLC | Kyle, TX | Jan 2024 - Current | < 1 |
| Madison Avenue Securities | San Diego, CA | Aug 2023 - Current | < 1 |
| E3 Consultant Group | St. Louis, MO | Aug 2023 - Current | < 1 |
| Surefire Financial Inc. | Stuart, FL | Nov 2019 - Current | 4 |
| Synchronized Risk & Financial Resources | Stuart, FL | Aug 2018 - Jun 2021 | 2 |
| Washington National | Port Saint Lucie, FL | Feb 2019 - Dec 2020 | 1 |
| Bankers Life | West Palm Beach, FL | Aug 2017 - Aug 2018 | 1 |
| Chick-fil-a | Boca Raton, FL | Aug 2015 - Aug 2017 | 2 |
| Chick-fil-a | Stuart, FL | Oct 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- FL
- TX
-
Total Assets Under Management313MILLIONS
-
Total Number of Accounts2,378ACCOUNTS
-
Average Account Value$131,706
- 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)
AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA
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