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William Painter Littrell

CONVERGENCE FINANCIAL, LLC·COLUMBIA, Missouri
SIE, Series 7, Series 7TO, Series 66Clean recordCONVERGENCE FINANCIAL, LLC
3919 S. PROVIDENCE ROAD, COLUMBIA, MO 65203CRD# 4826445Firm CRD# 304146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Painter Littrell · COLUMBIA, MO
Registration
CRD #4826445 · CONVERGENCE FINANCIAL, LLC
Brand Profile
Not yet started
01

Career History

STIFEL, NICOLAUS & COMPANY, INCORPORATED
Nov 2025 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 66
Registration record
First registered · November 4, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONVERGENCE FINANCIAL, LLC
CRD 304146 · SEC 801-116738
AUM
$422M
Regulatory assets under management
Employees
18
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 William Painter Littrell offer?
William Painter Littrell specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.
What are William Painter Littrell's credentials?
William Painter Littrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Painter Littrell located?
William Painter Littrell is based in COLUMBIA, Missouri, working with CONVERGENCE FINANCIAL, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does William Painter Littrell charge for services?
William Painter Littrell'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 at CONVERGENCE FINANCIAL, LLC

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COLUMBIA, MO
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COLUMBIA, MO
CFP
Kelsey Marie Lyman
COLUMBIA, MO
Cathleen Anne Wrisberg
COLUMBIA, MO

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