The proverb “All good things must come to an end” originated with English poet Geoffrey Chaucer in the late 14th century.
I am pleased to let you know I have moved my Independent Advisor Representative registration from Cambridge Investment Research Advisors to Convergence Financial LLC!
I have been an IAR at CIRA since mid-year, 2005. Many fine folks at the Cambridge Mother Ship have helped me and more importantly my clients over the years, and I appreciate each and every one of you! Thank you!
“All good things come to those that wait.” was used by the English poet Lady Mary Montgomerie Currie (1843-1905), under her pseudonym of Violet Fane, in her poem Tout vient a qui sait attendre.
There are multiple reasons for the move to Convergence, and I would be happy to talk with you if you are interested in the story…
Continuing to be Blessed and Thankful here in flyover country!
Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Legacy Wealth Management and Convergence Financial are two separate entities. Supervised by Convergence Financial, 3919 S. Providence, Columbia, MO 65203
Legacy Wealth Management offers insurance products and services through a separate, unaffiliated insurance platform. These insurance products and services are not offered through, sponsored by, endorsed by, or affiliated with Convergence Financial, an SEC-registered investment adviser.
Convergence Financial provides investment advisory services only. It does not offer, sell, recommend, or receive compensation in connection with any insurance products or services. Any insurance products or services obtained through Legacy Wealth Management are entirely separate from the investment advisory relationship a client may have with Convergence Financial.
Insurance products are not securities, are not investment advisory services, and are not subject to the same regulatory framework as the advisory services provided by Convergence Financial. Insurance products are obligations of the issuing insurance carrier and are not guaranteed, endorsed, or backed by Convergence Financial. Clients are under no obligation to purchase insurance products in connection with any advisory services they receive, and the purchase of insurance products through Legacy Wealth Management is solely at the client's discretion.
The decision to engage with any insurance platform or to purchase any insurance product is the client's alone. Clients should evaluate insurance products independently and may wish to consult with appropriate professionals before making any insurance-related decision.
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