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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.

  1. Convergence FinancialJun 2025 to now
  2. LPL Financial LLCJun 2025 to now
  3. StudentMar 2024 to now
  4. Convergence FinancialMay 2024 to Mar 2025
  5. LPL Financial LLCMay 2024 to Mar 2025
  6. Edward JonesJul 2022 to Mar 2024
  7. Lionsgate Golf ClubSep 2021 to Apr 2022
  8. Scheels Sporting GoodsFeb 2021 to Nov 2021
  9. 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
Advisor's SEC record (opens in a new tab)
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