Philip Harris Mcgregor
Investment adviser representative at Convergence Financial
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$904MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Convergence FinancialApr 2024 to now
- LPL Financial LLCNov 2023 to now
- Four Rivers FinancialApr 2023 to now
- UnemployedNov 2022 to Apr 2023
- Edward JonesJun 2006 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MO).
Convergence Financial
Legal name: Convergence Financial, LLC
$904MAssets managed
2,714Clients
28Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5132262
- Firm CRD
- 304146