Unclaimed
Donald Durr is an Investment Advisor Representative with Transce3nd LLC based in Kyle, TX. Donald is a registered Investment Advisor in Texas and has been in the industry since 2009. Donald has experience with corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. Donald also has experience with financial planning, selection of other advisors, and portfolio management for individuals. In addition to working at Transce3nd LLC, Donald is also a business consultant for Stryde Solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
05/06/2023 - Present
Transce3nd LLC (KYLE TX)
IA
Issued 10/12/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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