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Steven Andrew Holland

Transce3nd LLC

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About Steven Andrew Holland

Steven Andrew Holland is a financial advisor with Transce3nd LLC. Steven has been in the financial industry since May 15, 2017 and has worked with clients in various capacities, including insurance, fixed products, and annuity sales, as well as providing fee-based management. Steven is registered with FINRA and the state of Texas. Steven currently holds the Series 66, SIE, and Series 7 licenses. Steven also works as a private wealth advisor under the e3 Wealth brand. Steven focuses on providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Steven Holland 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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Steven Holland’s Registration & Firm History

TX

07/03/2022 - Present

Transce3nd LLC (KYLE TX)

TX

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (Kyle TX)

TX

05/16/2017 - 07/10/2017

NATIONAL PLANNING CORPORATION (KYLE TX)

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Licenses & Designations

BOTH

Issued 09/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Andrew Holland.
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