William Joseph Alexander
Investment Adviser Representative at Transce3nd LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Joseph Alexander is an investment adviser representative with Transce3nd LLC in Dallas, TX, where they have been registered since 2022. They have worked in the securities industry since 2008 and were previously registered with Brookstone Capital Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Brookstone Capital ManagementJun 2008 – Oct 2022Wheaton, IL
- Alexander FinancialAug 2006 – no end date reportedArlington, TX
- Transce3nd LLCOct 2022 – no end date reportedKyle, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transce3nd LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Portfolio Management, Retirement Accumulation Strategies, Retirement Income Planning, and Custom Tailored Financial Plans.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Buda, TX
- SEC file number:
- 801-126674
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 5, 2026
View full firm profileOther advisors at Transce3nd LLC
Showing 12 of 43 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Joseph Alexander has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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