Cameron Byrd is a registered investment advisor at Convergence Financial, based in Fayette, MO, with 13 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
119 North Main Street, Suite 102, Fayette, MO, 65248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cameron operates Commercial Trust Financial Services as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through Convergence Financial, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Convergence Financial
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLC
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.