Stacey Ann Wescoat
Investment adviser representative at Convergence Financial
14 yearsExperience
2 statesRegistered in
$904MFirm assets
7 yearsFirm in business
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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
14 years in the industry.
- Convergence FinancialAug 2024 to now
- LPL Financial LLCAug 2024 to now
- Morgan Stanley Private Bank, N.AMar 2022 to Aug 2024
- Morgan Stanley Smith Barney LLCJan 2022 to Aug 2024
- Edward JonesMay 2012 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6063940
- Firm CRD
- 304146