Travis Earl Cook
Investment adviser representative at Convergence Financial
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Convergence Financial, LLCJun 2019 to now
- The Cook Group, LLCJan 2015 to now
- LPL Financial LLCJul 2016 to Mar 2023
- Good Life Advisors, LLCJul 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 5222336
- Firm CRD
- 304146