Larry Lyons is a ChFC-designated registered investment advisor at Transce3nd LLC, based in Cumming, GA, with 27 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1,620 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TE3 provides investment management services through a wrap program, with fees calculated as a percentage of your portfolio. The wrap program fees do not exceed 1.65% and cover the costs charged by TE3, AEWM, any other third-party partners we utilize and the custodian (Schwab/Fidelity). The specific advisory fees are custom per client based on services provided based on the entirety of their relationship with the firm. A lower fee percentage may not always reflect a lower fee amount.
Location
410 Peachtree Pkwy, Bldg 400, Suite 4245, Cumming, GA, 30041
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry sells fixed insurance products through E3 Wealth and dedicates minimal time to this. He also serves in various roles, including Chairman of First Redeemer Church, Board Member of Whispering Hope, Principal of Lyons Wealth Management, Registered Representative of e3 Wealth, and Investment Advisor Representative of Transce3nd, LLC, spending full-time hours between the last two.
Employment History
Current Registrations
Transce3nd LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Transce3nd, LLC
Kalos Management
Kalos Capital, INC.Broker
Princor Financial Services CorporationBroker
State Registrations6 states
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