Financial ADVSR advisor directory · SEC adviser records
Convergence Financial financial advisors in Columbia, MO
Every SEC-registered investment adviser representative at a Convergence Financial office in Columbia, A to Z.
The short answer
17 registered advisors work at Convergence Financial in Columbia, out of 27 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.
Convergence Financial advisors in Columbia, A to Z
Every Convergence Financial advisor →- Brian K. AtchleyInvestment adviser rep
- Phillip D. BaconAlso a broker rep
- Joshua R. BelcherInvestment adviser rep
- Robert J. BraunAlso a broker rep
- Mark P. BrooksInvestment adviser rep
- Travis E. CookCertified Financial Planner
- Joshua D. EvansCertified Financial Planner · Also a broker rep
- Tyler S. HoffmannAlso a broker rep
- Greg LeboldInvestment adviser rep
- Kaden A. MooreAlso a broker rep
- Adam B. ParrieInvestment adviser rep
- Andrew L. RamosAlso a broker rep
- Bradyn RamosAlso a broker rep
- Hunter RiceAlso a broker rep
- Joseph G. WatzInvestment adviser rep
- Stacey A. WescoatAlso a broker rep
- Dawna Westberg-WelchInvestment adviser rep
Convergence Financial advisors in every city and state →Convergence Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Convergence Financial advisors in other cities
Overland Park, KS 4Branson, MO 2Fairmont, MN 1Ozark, MO 1Round Rock, TX 1Wichita, KS 1
Other firms in Columbia
All Columbia advisors →Edward Jones 31LPL Financial LLC 13Stifel, Nicolaus & Company, Incorporated 10Cetera Investment Advisers LLC 8State Farm Investment Management Corp. 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 6Propartners Wealth 6Sundvold Financial 6Alexander Labrunerie & Co., Inc. 5Wilkerson Advisory Group LLC 5Eagle Bluffs Wealth Management LLC 3Integrity Advisory Solutions 3
Questions
How many financial advisors does Convergence Financial have in Columbia?
17 investment adviser representatives are registered at Convergence Financial offices in Columbia, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 27 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.
Is Convergence Financial one of the largest advisor employers in Columbia?
Convergence Financial ranks number 2 in Columbia by registered advisors; Edward Jones has the most, with 31.
How do I check a Convergence Financial advisor in Columbia?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.