Unclaimed Profile

Conor Francis Delaney

CONVERGENCE FINANCIAL, LLC·COLUMBIA, Missouri

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record16 years registeredCONVERGENCE FINANCIAL, LLC

3919 S. PROVIDENCE ROAD, COLUMBIA, MO 65203CRD# 5193222Firm CRD# 304146

Profile Verification

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

Identity

Conor Francis Delaney · COLUMBIA, MO

Registration

CRD #5193222 · CONVERGENCE FINANCIAL, LLC · 16 years registered

Brand Profile

Not yet started

Career History

GOOD LIFE ADVISORS, LLC

Jul 2014 – present

LPL FINANCIAL LLC

Dec 2012 – present

PRIVATE ADVISOR GROUP, LLC

Feb 2012 – Jul 2014

WYOMISSING, PA

WADDELL & REED, INC.

Apr 2010 – Feb 2012

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · April 1, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENCE FINANCIAL, LLC

CRD 304146 · SEC 801-116738

AUM

$422M

Regulatory assets under management

Employees

2,651 client accounts

Services offered by CONVERGENCE FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONVERGENCE FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Conor Francis Delaney offer?

Conor Francis Delaney specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.

What are Conor Francis Delaney's credentials?

Conor Francis Delaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Conor Francis Delaney located?

Conor Francis Delaney is based in COLUMBIA, Missouri, working with CONVERGENCE FINANCIAL, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Conor Francis Delaney charge for services?

Conor Francis Delaney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENCE FINANCIAL, LLC?

CONVERGENCE FINANCIAL, LLC has approximately 18 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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