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Vincent Keith Annable

Transce3nd LLC

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About Vincent Keith Annable

Vincent Annable is an investment advisor representative with Transce3nd LLC, located in Kyle, TX. Vincent has been in the financial services industry since November 21, 1996 and is registered in Arizona, California, Florida, North Dakota, and Texas. Vincent has experience in various financial advisory roles including portfolio management for individuals, selection of other advisors, and financial planning. Vincent also has experience with several other businesses, including wealth strategies and insurance sales.

Firm Information

Vincent Annable 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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Vincent Annable’s Registration & Firm History

TX

07/27/2023 - Present

Transce3nd LLC (KYLE TX)

AZ

08/14/2015 - 06/15/2020

CENTER STREET SECURITIES, INC. (SCOTTSDALE AZ)

AZ

07/31/2009 - 08/24/2015

NEWBRIDGE SECURITIES CORPORATION (SCOTTSDALE AZ)

CA

12/14/2006 - 07/09/2009

COMPAK SECURITIES, INC. (NEWPORT BEACH CA)

AZ

07/29/2005 - 10/12/2006

COMMUNITY BANKERS SECURITIES, LLC (SCOTTSDALE AZ)

NA

05/27/1994 - 10/24/1994

AMERICAN TRADING SECURITIES CORP.

NA

07/20/1993 - 03/26/1994

AMERICAN TRADING SECURITIES CORP.

NA

09/12/1992 - 01/08/1993

BROKERS TRANSACTION SERVICES, INC.

NA

03/22/1990 - 12/31/1991

PLANNED INVESTMENTS INC.

NA

01/02/1990 - 02/21/1990

FOCUS II SECURITIES, INC.

NA

11/19/1989 - 01/01/1990

ROYAL ALLIANCE ASSOCIATES, INC.

NA

02/06/1987 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

11/01/1985 - 06/30/1987

ASH SECURITIES & INVESTMENT CORP.

NA

02/21/1986 - 02/27/1987

VCG SECURITIES, INC.

NA

11/05/1984 - 04/10/1985

DH EQUINE, INC.

NA

04/13/1984 - 08/09/1984

SUTRO & CO. INCORPORATED

NA

11/21/1983 - 03/19/1984

MUNICICORP OF CALIFORNIA

NA

03/08/1982 - 06/29/1982

BACHE HALSEY STUART SHIELDS INCORPORATED

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Licenses & Designations

BC

Issued 07/27/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/18/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Vincent Keith Annable. Review regulatory record here.
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