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John W. Briscoe

Convergence Financial

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About John W. Briscoe

John W. Briscoe is a financial advisor with Convergence Financial, an independent investment advisor firm. John has over 20 years of experience in the financial services industry. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). John holds Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) designation. John provides a variety of financial services to individuals, families, and businesses. These services include financial planning, investment management, retirement planning, and insurance. John is committed to helping his clients achieve their financial goals.

Firm Information

John Briscoe 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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John Briscoe’s Registration & Firm History

MO

01/13/2021 - Present

Convergence Financial (COLUMBIA MO)

MO

08/25/2008 - 09/27/2019

SMITH, MOORE & CO. (BOONVILLE MO)

MO

01/01/2008 - 09/04/2008

WACHOVIA SECURITIES, LLC (BOONVILLE MO)

MO

09/27/1999 - 01/03/2008

A. G. EDWARDS & SONS, INC. (BOONVILLE MO)

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Licenses & Designations

IA

Issued 11/20/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John W. Briscoe.
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