CD
Christopher S. Danner
CONVERGENCE FINANCIAL
Round Rock, TX
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CRD#: 5415737
CD
Christopher Shane DannerCONVERGENCE FINANCIAL
Professional summary
Christopher Shane Danner, who also goes by Christopher Danner, Shane Danner, is a registered financial advisor currently at CONVERGENCE FINANCIAL located in Round Rock, Texas and LPL FINANCIAL LLC located in Round Rock, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Christopher has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Aliases
Christopher Danner | Shane Danner
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.
1.01/26/2024; Volunteer Firefighter; VOLUNTEER; Not Investment Related; 16248 Great Oaks Dr Round Rock,TX; Start Date 10/26/2015; 8hrs/mth; hrs during trading 2.10/07/2025; Good Life Insurace Associates; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/22/2025; 1hrs/mth; 1hrs during trading 3.09/09/2026; (Hybrid) Convergence Financial, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/31/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services to Convergence Financial , LLC. an independent investment advisor firm. I started this business activity in 9/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Shane Danner's 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®
NoneExperience
Current
September 4, 2026 - Present
CONVERGENCE FINANCIAL
RIA
CRD#: 304146
Round Rock, TX
Current
January 26, 2024 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
ROUND ROCK, TX
Past
January 26, 2024 - August 28, 2026
GOOD LIFE ADVISORS, LLC
RIA
CRD#: 171898
ROUND ROCK, TX
Past
March 21, 2019 - December 18, 2023
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
AUSTIN, TX
Past
April 30, 2015 - December 18, 2023
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
September 8, 2010 - April 25, 2014
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
October 20, 2008 - November 9, 2009
CLARK SECURITIES, INC.
BD
CRD#: 43803
GREENSBORO, NC
Past
November 13, 2007 - April 25, 2008
EDWARD JONES
RIA
CRD#: 250
GRAND PRAIRIE, TX
Past
October 29, 2007 - April 25, 2008
EDWARD JONES
BD
CRD#: 250
GRAND PRAIRIE, TX
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/26/2024)
RR
Alaska(1/26/2024)
RR
Arizona(1/26/2024)
RR
Arkansas(1/26/2024)
RR
California(1/26/2024)
RR
Colorado(1/26/2024)
RR
Connecticut(1/26/2024)
RR
Delaware(1/26/2024)
RR
District of Columbia(1/26/2024)
RR
Florida(1/26/2024)
RR
Georgia(1/26/2024)
RR
Hawaii(1/26/2024)
RR
Idaho(1/26/2024)
RR
Illinois(1/26/2024)
RR
Indiana(1/26/2024)
RR
Iowa(1/26/2024)
RR
Kansas(1/26/2024)
RR
Kentucky(1/26/2024)
RR
Louisiana(1/26/2024)
RR
Maine(1/26/2024)
RR
Maryland(1/26/2024)
RR
Massachusetts(1/26/2024)
RR
Michigan(1/26/2024)
RR
Minnesota(1/26/2024)
RR
Mississippi(1/26/2024)
RR
Missouri(1/26/2024)
RR
Montana(1/26/2024)
RR
Nebraska(1/26/2024)
RR
Nevada(1/26/2024)
RR
New Hampshire(1/26/2024)
RR
New Jersey(1/26/2024)
RR
New Mexico(1/26/2024)
RR
New York(1/26/2024)
RR
North Carolina(1/26/2024)
RR
North Dakota(1/26/2024)
RR
Ohio(1/26/2024)
RR
Oklahoma(1/26/2024)
RR
Oregon(1/26/2024)
RR
Pennsylvania(1/26/2024)
RR
Puerto Rico(1/26/2024)
RR
Rhode Island(1/26/2024)
RR
South Carolina(1/26/2024)
RR
South Dakota(1/26/2024)
RR
Tennessee(6/3/2024)
RR
Texas(1/26/2024)
IAR
Texas(9/4/2026)
RR
Utah(1/26/2024)
RR
Vermont(1/26/2024)
RR
Virgin Islands(1/26/2024)
RR
Virginia(1/26/2024)
RR
Washington(1/26/2024)
RR
West Virginia(1/26/2024)
RR
Wisconsin(1/26/2024)
RR
Wyoming(1/26/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)Loading...
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
Regulatory assets under management
| Total Number of Accounts | 3,609 |
| AUM (Assets Under Management) | $ 703,445,900 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
