Unclaimed Profile

Todd John Hanson

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida

Series 65Clean record15 years registeredCONVERGENCE INVESTMENT PARTNERS, LLC

3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 1910727Firm CRD# 148472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd John Hanson · PALM BEACH GARDENS, FL

Registration

CRD #1910727 · CONVERGENCE INVESTMENT PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CONVERGENCE INVESTMENT PARTNERS, LLC

Jun 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 20, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENCE INVESTMENT PARTNERS, LLC

CRD 148472 · SEC 801-69707

AUM

$234M

Regulatory assets under management

Employees

349 client accounts

Services offered by CONVERGENCE INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CONVERGENCE INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd John Hanson offer?

Todd John Hanson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Todd John Hanson's credentials?

Todd John Hanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd John Hanson located?

Todd John Hanson is based in PALM BEACH GARDENS, Florida, working with CONVERGENCE INVESTMENT PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Todd John Hanson charge for services?

Todd John Hanson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENCE INVESTMENT PARTNERS, LLC?

CONVERGENCE INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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