Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Thompson-krul is an Investment Advisor Representative registered with Transce3nd LLC, a firm based in Kyle, Texas. Lacey has a strong background in financial services, having worked in various roles within the industry since 2011. Lacey is committed to providing comprehensive financial planning and investment management services to individuals, businesses, and high-net-worth clients. Lacey is also experienced in working with insurance agents and advising on insurance products. Lacey holds the Series 7TO, Series 66 and SIE licenses.
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
01/24/2024 - Present
Transce3nd LLC (KYLE TX)
BOTH
Issued 10/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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