Larry Lyons is a ChFC-designated registered investment advisor at Transce3nd LLC, based in Cumming, GA, with 27 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees do not exceed 1.65% annually and are customized per client. Fees cover wrap program costs including custody and transaction expenses.
Fee Estimator
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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