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Larry Kenneth Lyons

Transce3nd LLC

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About Larry Kenneth Lyons

Larry Kenneth Lyons has been in the financial services industry since 1998. Larry is currently registered with Transce3nd LLC, a firm based in Kyle, TX. Larry has held prior registration with KALOS CAPITAL, INC. and PRINCOOR FINANCIAL SERVICES CORPORATION. Larry is also a board member for several organizations, including a church and a non-profit. Larry focuses on financial planning and portfolio management for individuals and businesses, and is committed to providing clients with personalized financial advice.

Firm Information

Larry Lyons 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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Larry Lyons’s Registration & Firm History

GA

11/01/2022 - Present

Transce3nd LLC (CUMMING GA)

GA

05/31/2005 - 08/01/2022

KALOS CAPITAL, INC. (ALPHARETTA GA)

IA

01/15/1998 - 07/14/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 10/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Kenneth Lyons.
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