CB
Cameron A. Byrd
CONVERGENCE FINANCIAL
Fayette, MO 65248
Some features on this profile are disabled
CRD#: 6157314
CB
Professional summary
Cameron Austin Byrd is a registered financial advisor currently at CONVERGENCE FINANCIAL located in Fayette, Missouri and LPL FINANCIAL LLC located in Boonville, Missouri.
Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Cameron has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. 1/14/2019 - Commercial Trust Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%, 2. 4/25/2019 - GOOD LIFE ADVISORS LLC - DBA: (HYBRID) Commercial Trust Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/14/2019 - 160 Hours Per Month/140 Hours During Securities Trading. 3. 5/11/2021 - Convergence Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Convergence Financial, LLC, an independent investment advisor firm. I started this business activity in 4/2021. 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 Cameron Austin Byrd'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
June 5, 2019 - Present
CONVERGENCE FINANCIAL
Office #1: 119 North Main Street Suite 102, Fayette, MO 65248RIA
CRD#: 304146
Fayette, MO
Current
January 14, 2019 - Present
LPL FINANCIAL LLC
Office #1: 428 E Morgan Street, Boonville, MO 65233Office #2: 119 N Main St, Fayette, MO 65248Office #3: 501 E Hwy, Ste C, Salisbury, MO 65281RIA
BD
CRD#: 6413
Boonville, MO
Past
February 20, 2019 - November 26, 2019
GOOD LIFE ADVISORS, LLC
RIA
CRD#: 171898
Fayette, MO
Past
January 14, 2019 - March 22, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
SALISBURY, MO
Past
January 5, 2016 - February 13, 2019
SAXONY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 122692
Saint Louis, MO
Past
January 5, 2016 - February 13, 2019
SAXONY SECURITIES, INC.
BD
CRD#: 115547
ST LOUIS, MO
Past
April 15, 2013 - January 7, 2016
WADDELL & REED
RIA
CRD#: 866
SPRINGFIELD, MO
Past
March 4, 2013 - January 7, 2016
WADDELL & REED
BD
CRD#: 866
SPRINGFIELD, MO
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 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
California(8/4/2022)
RR
Missouri(1/14/2019)
IAR
Missouri(6/5/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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 (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,609 |
| 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#: 304146Fayette, MO 65248TRUST BUT VERIFY
Monitor Cameron Byrd
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
