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Stacey Ann Wescoat

Convergence Financial

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About Stacey Ann Wescoat

Stacey Wescoat is an investment advisor representative with Convergence Financial, a firm based in Columbia, MO. Stacey's experience in the financial industry spans over 11 years, working with clients across various states. Stacey provides investment advice through Convergence Financial LLC, an independent investment advisor firm, in addition to serving as a Registered Representative with LPL Financial. Stacey holds both a Series 66 and Series 7 license, and has passed the Securities Industry Essentials Examination. Convergence Financial serves a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, and individuals. Stacey has a deep understanding of investment strategies and a commitment to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Stacey Wescoat 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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Stacey Wescoat’s Registration & Firm History

MO

08/09/2024 - Present

Convergence Financial (New Madrid MO)

MO

01/06/2022 - 08/16/2024

MORGAN STANLEY (Poplar Bluff MO)

MO

01/25/2013 - 01/07/2022

EDWARD JONES (NEW MADRID MO)

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Licenses & Designations

BOTH

Issued 02/08/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey Ann Wescoat.
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