Unclaimed Profile

Kelsey Marie Lyman

CONVERGENCE FINANCIAL, LLC·COLUMBIA, Missouri

Clean recordCONVERGENCE FINANCIAL, LLC

3919 S. PROVIDENCE ROAD, COLUMBIA, MO 65203CRD# 7150684Firm CRD# 304146

Profile Verification

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

Identity

Kelsey Marie Lyman · COLUMBIA, MO

Registration

CRD #7150684 · CONVERGENCE FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelsey Marie Lyman is a registered financial advisor based in COLUMBIA, Missouri, affiliated with CONVERGENCE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONVERGENCE FINANCIAL, LLC

CONVERGENCE FINANCIAL

AUM

$422M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONVERGENCE FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7150684

Firm CRD# 304146

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelsey Marie Lyman offer?

Kelsey Marie Lyman specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.

What are Kelsey Marie Lyman's credentials?

Kelsey Marie Lyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelsey Marie Lyman located?

Kelsey Marie Lyman is based in COLUMBIA, Missouri, working with CONVERGENCE FINANCIAL, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Kelsey Marie Lyman charge for services?

Kelsey Marie Lyman'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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