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Diana L Wilkerson

TRANSCE3ND LLC·KYLE, Texas
Clean recordTRANSCE3ND LLC
165 ELMHURST, KYLE, TX 78640CRD# 6330131Firm CRD# 317745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diana L Wilkerson · KYLE, TX
Registration
CRD #6330131 · TRANSCE3ND LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Diana L Wilkerson is a registered financial advisor based in KYLE, Texas, affiliated with TRANSCE3ND LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRANSCE3ND LLC
TRANSCE3ND LLC
AUM
$313M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at TRANSCE3ND LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6330131
Firm CRD# 317745
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diana L Wilkerson offer?
Diana L Wilkerson specializes in Financial Planning, Investment Management. Contact their office in KYLE, Texas for a consultation.
What are Diana L Wilkerson's credentials?
Diana L Wilkerson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diana L Wilkerson located?
Diana L Wilkerson is based in KYLE, Texas, working with TRANSCE3ND LLC. Their office serves clients in the KYLE metropolitan area and surrounding communities.
How does Diana L Wilkerson charge for services?
Diana L Wilkerson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSCE3ND LLC?
TRANSCE3ND LLC has approximately 31 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRANSCE3ND LLC

Bruce Alan Wheadon
KYLE, TX
John Tyler Mattingly
KYLE, TX
John Edward Moriarty
KYLE, TX
Joseph Allen Quartucci
KYLE, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in TexasNational Fee Analysis
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