Adviser and broker representative · Convergence Financial
Philip H. McGregor Jr.
CRD 5132262 · Branson, MO
At a glance
Philip H. McGregor Jr. is an investment adviser representative with Convergence Financial in Branson, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Philip’s SEC record dates to 2019, about 7 years ago. Philip is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Convergence FinancialSince April 2024Branson, MO · $904M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Philip’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.