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Cameron Austin Byrd

Convergence Financial

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About Cameron Austin Byrd

Cameron Austin Byrd is a financial advisor with Convergence Financial, LLC. Cameron has been in the financial services industry since 2013. Cameron has experience in a variety of financial services, including investment advisory, insurance, and retirement planning. Cameron is also registered with LPL Financial, LLC. Cameron is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Cameron Byrd is currently registered with Convergence Financial. Convergence Financial is a registered investment advisor headquartered in Columbia, Missouri. The firm offers financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Convergence Financial has approximately $422 million in regulatory assets under management.
Convergence Financial

3919 S. PROVIDENCE ROAD

COLUMBIA, MO 65203

$422.44M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cameron Byrd’s Registration & Firm History

MO

06/05/2019 - Present

Convergence Financial (Fayette MO)

MO

01/05/2016 - 02/13/2019

SAXONY SECURITIES, INC. (ST LOUIS MO)

MO

03/04/2013 - 01/07/2016

WADDELL & REED (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 04/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Austin Byrd.
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