Adam Brian Parrie
Investment adviser representative at Convergence Financial
14 yearsExperience
1 stateRegistered 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 FinancialApr 2026 to now
- Rice Voelker LLCNov 2023 to Jun 2026
- Prospera Financial Services IncAug 2022 to Nov 2023
- LPL Financial LLCJul 2021 to Aug 2022
- Waddell & Reed IncAug 2012 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6104343
- Firm CRD
- 304146