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GL

Greg Lebold

CONVERGENCE FINANCIAL
COLUMBIA, MO 65203
CRD#: 1250480
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GL
Greg LeboldCONVERGENCE FINANCIAL

Professional summary

Greg Lebold, who also goes by C Greg Lebold, C. Greg Lebold, Greg Lebold, is a registered financial advisor currently at CONVERGENCE FINANCIAL located in Columbia, Missouri.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Greg has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

C Greg Lebold | C. Greg Lebold | Greg Lebold

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Lebold's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 22, 2026 - Present

CONVERGENCE FINANCIAL

Office #1: 3919 S. Providence Road, Columbia, MO 65203
RIA
CRD#: 304146
COLUMBIA, MO
Past

July 15, 2005 - June 23, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
GLADSTONE, MO
Past

July 15, 2005 - June 23, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
GLADSTONE, MO
Past

November 1, 1999 - July 15, 2005

LEGACY FINANCIAL GROUP, INC.

RIA
CRD#: 113885
KANSAS CITY, MO
Past

January 29, 1987 - July 20, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

May 6, 1986 - January 14, 1987

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
Past

October 23, 1985 - March 18, 1986

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410

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".
CF
CONVERGENCE FINANCIAL
360 INTEGRATED FINANCIAL | WESCOAT WEALTH MANAGEMENT | TELOS STRATEGIC WEALTH | RAMOS GROUP | LEGACY GROUP FINANCIAL ADVISORS | FOUR RIVERS FINANCIAL | CONVERGENCE WEALTH | CONVERGENCE FINANCIAL, LLC | CONVERGENCE FINANCIAL & TAX | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES

CRD#: 304146 / SEC#: 801-116738

RIA
Registered Investment Advisory firm - (6/3/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Kansas
(6/22/2026)
IAR
Missouri
(6/22/2026)
IAR
Texas
(6/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/1985
General Securities Representative Examination

Current Firm

CF
CONVERGENCE FINANCIAL
360 INTEGRATED FINANCIAL | WESCOAT WEALTH MANAGEMENT | TELOS STRATEGIC WEALTH | RAMOS GROUP | LEGACY GROUP FINANCIAL ADVISORS | FOUR RIVERS FINANCIAL | CONVERGENCE WEALTH | CONVERGENCE FINANCIAL, LLC | CONVERGENCE FINANCIAL & TAX | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES

CRD#: 304146 / SEC#: 801-116738

RIA
Registered Investment Advisory firm - (6/3/2019 Approved)
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Contact information

Main Address
3919 S. Providence Road, Columbia, MO 65203
Mailing Address
Phone number
(573) 818-2264
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONVERGENCE FINANCIAL 2A (9/10/2025)

Regulatory assets under management

Total Number of Accounts3,609
AUM (Assets Under Management)$ 703,445,900

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.

Company Information

CONVERGENCE FINANCIAL

CRD#: 304146Columbia, MO 65203

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