Kyle Elliott (CRD# 4059462) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 24 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Convergence Financial, LLC | Fayette, MO | Jun 2019 - Current | 4 |
| Lpl Financial LLC | Fayette, MO | Aug 2009 - Current | 14 |
| Commercial Trust Company | Fayette, MO | Jun 1992 - Current | 31 |
| Good Life Advisors, LLC | Fayette, MO | Jul 2018 - Nov 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- MO
-
Total Assets Under Management422MILLIONS
-
Total Number of Accounts2,651ACCOUNTS
-
Average Account Value$159,353
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, GA, IL, KS, LA, MN, MO, MT, TX, WI
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