Travis
Cook
Convergence Financial
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About this Advisor
Travis Cook is a financial advisor based in Columbia, Missouri, working with Convergence Financial. Travis has previously held positions at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Divorce Consultants, LLC, The Cook Group, LLC, Good Life Advisors, LLC, Convergence Financial, LLC, and Lpl Financial LLC. Travis has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Travis is part of Convergence Financial, which operates out of Columbia, Missouri. The firm has 5 offices and 18 employees. The firm manages assets totaling $422.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Convergence Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Convergence Financial Brokerage Details
$422,444,754
18
2,651
$159,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Travis Cook Work History
Convergence Financial, LLC
Lpl Financial LLC
The Cook Group, LLC
Good Life Advisors, LLC
Divorce Consultants, LLC
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Disclosures
Please visit the SEC profile of Travis Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Convergence Financial
Columbia, MO
Fayette, MO
Columbia, MO
Fayette, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
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