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Financial ADVSR advisor directory · SEC adviser records

Convergence Financial financial advisors in Missouri

Every SEC-registered investment adviser representative at a Convergence Financial office in Missouri, by city and A to Z.

19 registered advisors work at Convergence Financial in Missouri, out of 27 nationwide; it's the firm's number 1 state by advisors, and the most are in Columbia (15). 2 list the CFP designation and 9 are also registered broker representatives.

Convergence Financial advisors by city in Missouri

Every firm in Missouri →

Columbia 15Branson 2New Madrid 1Ozark 1

Convergence Financial advisors in Missouri, A to Z

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Convergence Financial advisors in every state →Convergence Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Convergence Financial in other states

Kansas 5

Questions

How many Convergence Financial financial advisors are in Missouri?

19 investment adviser representatives are registered at Convergence Financial offices in Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

Where in Missouri does Convergence Financial have the most advisors?

Columbia, with 15, then Branson (2). Convergence Financial has advisors in 4 cities in Missouri.

How do I check a Convergence Financial advisor in Missouri?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Convergence Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.