VA
Vincent K. Annable
TRANSCE3ND LLC
Scottsdale, AZ 85255
Some features on this profile are disabled
CRD#: 1033573
VA
Professional summary
Vincent Keith Annable, who also goes by VInce Annable, is a registered financial advisor currently at TRANSCE3ND LLC located in Scottsdale, Arizona and REALTA EQUITIES, INC. located in Scottsdale, Arizona.
Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Vincent has worked at 25 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vince Annable
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) TRANSCE3ND, LLC; KYLE, TX; START 12/2023; INVESTMENT ADVISORY SERVICES; IAR; FEE BASED COMPENSATION; 20 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) VFO (VIRTUAL FAMILY OFFICE) ADVISORY GROUP; 17207 N PERIMETER DRIVE #120 SCOTTSDALE, AZ 85255; CONSULTING; WWW.VFOAG.COM; CONSULTING - WORKING WITH POTENTIAL COI IN A CONSULTING ROLE SENIOR PARTNER/CONSULTANT; NO COMPENSATION; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) HOUSEHOLD ENDOWMENT MODEL; 17207 N PERIMETER DRIVE #120 SCOTTSDALE, AZ 85255; CONSULTING AND EDUCATION; WWW.THEHOURSEHOLDENDOWMENTMODEL.COM; CONSULTING AND EDUCATION REGARDING THE ENDOWMENT MODEL WITH COI; NO COMPENSATION; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (4) VINCE ANNABLE CONSULTING LLC;17207 N PERIMETER DRIVE #120 SCOTTSDALE, AZ 85255; FIXED INSURANCE SALES; INSURANCE AGENT, COMMISSIONS FROM SALES; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) YOUR MONEY MANUAL PODCAST: OWNER; WWW.WSAGAZ,COM; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS. (6) ANNABLE LIVING TRUST, SCOTTSDALE, AZ, LIVING TRUST, TRUSTEE, 10/28/2004, 0 HOURS PER MONTH DEVOTED, 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING. (7) WEALTH STRATEGIES; 17207 N PERIMETER SCOTTSDALE, AZ 85255; START: 11/2024; RENTAL INCOME FROM TENANTS; COMPENSATION: RENTAL PAYMENTS; 0 HOURS (8) VFO TAX; 17207 N PERIMETER SCOTTSDALE, AZ 85255; START: 11/2024; TAX CONSULTATION (PART OF VFO CONSULTING THE FAMILY OFFICE PLANNING GROUP); 50% OWNER; COMPENSATION: POSSIBLE CONSULTING/PROJECT FEES; 5 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Keith Annable's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2023 - Present
TRANSCE3ND LLC
Office #1: 17207 N Perimeter Drive #120, Scottsdale, AZ 85255RIA
CRD#: 317745
Scottsdale, AZ
Current
September 29, 2021 - Present
REALTA EQUITIES, INC.
Office #1: 17207 N Perimeter Drive #120, Scottsdale, AZ 85255BD
CRD#: 23769
Scottsdale, AZ
Past
July 19, 2021 - December 20, 2023
REALTA INVESTMENT ADVISORS, INC
RIA
CRD#: 134952
SCOTTSDALE, AZ
Past
January 4, 2021 - July 21, 2021
ARETE WEALTH ADVISORS, LLC
RIA
CRD#: 145488
Scottsdale, AZ
Past
June 30, 2020 - November 1, 2023
WEALTH STRATEGIES ADVISORY GROUP
RIA
CRD#: 308173
SCOTTSDALE, AZ
Past
June 3, 2020 - December 31, 2021
WEALTH STRATEGIES ADVISORY GROUP
RIA
CRD#: 308173
SCOTTSDALE, AZ
Past
August 21, 2015 - June 15, 2020
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
SCOTTSDALE, AZ
Past
August 14, 2015 - June 15, 2020
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
SCOTTSDALE, AZ
Past
November 3, 2009 - August 24, 2015
NFSG CORPORATION
RIA
CRD#: 130814
SCOTTSDALE, AZ
Past
July 31, 2009 - August 24, 2015
NEWBRIDGE SECURITIES CORPORATION
BD
CRD#: 104065
SCOTTSDALE, AZ
Past
June 2, 2009 - July 9, 2009
COMPAK ASSET MANAGEMENT
RIA
CRD#: 109930
NEWPORT BEACH, CA
Past
December 14, 2006 - July 9, 2009
COMPAK SECURITIES, INC.
BD
CRD#: 125472
NEWPORT BEACH, CA
Past
January 1, 2006 - October 12, 2006
CL WEALTH MANAGEMENT LLC
RIA
CRD#: 134922
SCOTTSDALE, AZ
Past
July 29, 2005 - October 12, 2006
COMMUNITY BANKERS SECURITIES, LLC
BD
CRD#: 42794
SCOTTSDALE, AZ
Past
May 27, 1994 - October 24, 1994
AMERICAN TRADING SECURITIES CORP.
BD
CRD#: 13221
Past
July 20, 1993 - March 26, 1994
AMERICAN TRADING SECURITIES CORP.
BD
CRD#: 13221
Past
September 12, 1992 - January 8, 1993
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
Past
March 22, 1990 - December 31, 1991
PLANNED INVESTMENTS INC.
BD
CRD#: 5066
Past
January 2, 1990 - February 21, 1990
FOCUS II SECURITIES, INC.
BD
CRD#: 25068
Past
November 19, 1989 - January 1, 1990
OSAIC WEALTH, INC.
BD
CRD#: 23131
Past
February 6, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
February 21, 1986 - February 27, 1987
VCG SECURITIES, INC.
BD
CRD#: 15563
Past
November 1, 1985 - June 30, 1987
ASH SECURITIES & INVESTMENT CORP.
BD
CRD#: 16719
Past
November 5, 1984 - April 10, 1985
DH EQUINE, INC.
BD
CRD#: 15629
Past
April 13, 1984 - August 9, 1984
SUTRO & CO. INCORPORATED
BD
CRD#: 801
Past
November 21, 1983 - March 19, 1984
MUNICICORP OF CALIFORNIA
BD
CRD#: 7184
Past
March 8, 1982 - June 29, 1982
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/30/2025)
RR
Alaska(10/28/2025)
RR
Arizona(10/1/2021)
IAR
Arizona(8/11/2023)
RR
California(9/30/2021)
IAR
California(7/26/2023)
RR
Colorado(8/2/2022)
RR
Florida(10/26/2021)
IAR
Florida(7/27/2023)
RR
Georgia(10/17/2025)
RR
Idaho(9/8/2023)
RR
Iowa(11/22/2021)
RR
Kansas(9/29/2022)
RR
Louisiana(6/14/2024)
RR
Minnesota(4/8/2024)
RR
Nevada(10/11/2021)
RR
New Hampshire(11/10/2025)
RR
New Jersey(10/4/2021)
RR
New Mexico(7/18/2025)
RR
New York(10/5/2025)
RR
North Carolina(10/6/2021)
RR
North Dakota(6/16/2022)
IAR
North Dakota(8/21/2023)
RR
Ohio(6/27/2024)
RR
Oklahoma(6/12/2025)
RR
Oregon(11/4/2024)
RR
Pennsylvania(12/6/2022)
RR
South Dakota(12/20/2023)
RR
Texas(9/29/2021)
IAR
Texas(7/25/2023)
RR
Utah(10/28/2021)
RR
Virginia(5/2/2024)
RR
Washington(10/26/2021)
RR
Wyoming(7/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| AUM (Assets Under Management) | $ 361,954,267 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
