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Diana L Wilkerson

TRANSCE3ND LLC·KYLE, Texas
Unclaimed Profile
165 ELMHURST, KYLE, TX 78640CRD# 6330131Firm CRD# 317745
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
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
No disclosures on file
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 in KYLE
Joseph Allen Quartucci — TRANSCE3ND LLCJohn Edward Moriarty — TRANSCE3ND LLCJohn Tyler Mattingly — TRANSCE3ND LLCBruce Alan Wheadon — TRANSCE3ND LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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