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Donald Gene Durr

Transce3nd LLC

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About Donald Gene Durr

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.

Firm Information

Donald Durr is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Durr’s Registration & Firm History

TX

05/06/2023 - Present

Transce3nd LLC (KYLE TX)

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Licenses & Designations

IA

Issued 10/12/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Gene Durr.
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