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Travis Earl Cook

CONVERGENCE FINANCIAL, LLC·COLUMBIA, Missouri
Unclaimed Profile
3919 S. PROVIDENCE ROAD, COLUMBIA, MO 65203CRD# 5222336Firm CRD# 304146
01

About

Travis Earl Cook 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONVERGENCE FINANCIAL, LLC
CONVERGENCE FINANCIAL
AUM
$422M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CONVERGENCE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5222336
Firm CRD# 304146
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Travis Earl Cook offer?
Travis Earl Cook specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.
What are Travis Earl Cook's credentials?
Travis Earl Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis Earl Cook located?
Travis Earl Cook is based in COLUMBIA, Missouri, working with CONVERGENCE FINANCIAL, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Travis Earl Cook charge for services?
Travis Earl Cook'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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Other advisors in COLUMBIA
Conor Francis Delaney — CONVERGENCE FINANCIAL, LLCJon Thomas Sundvold — SUNDVOLD CAPITAL MANAGEMENT LLCJohn Pascucci — JJP CAPITAL MANAGEMENT, INC.Christopher Joseph Pascucci — JJP CAPITAL MANAGEMENT, INC.Cathleen Anne Wrisberg — CONVERGENCE FINANCIAL, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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