Bradyn Ramos
Investment adviser representative at Convergence Financial
11 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
11 years in the industry.
- Convergence FinancialJun 2025 to now
- LPL Financial LLCJun 2025 to now
- StudentMar 2024 to now
- Convergence FinancialMay 2024 to Mar 2025
- LPL Financial LLCMay 2024 to Mar 2025
- Edward JonesJul 2022 to Mar 2024
- Lionsgate Golf ClubSep 2021 to Apr 2022
- Scheels Sporting GoodsFeb 2021 to Nov 2021
- StudentMar 2015 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7580973
- Firm CRD
- 304146