Convergent Financial Partners
Financial Services • 
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 15720 Brixham Hill Ave, Suite 300, Charlotte, North Carolina 28277, US |
| Phone number | +17046216142 |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Convergent Financial Partners
Jason M. Bowers
Director Of Financial Planning
Convergent Financial Partners Email Formats
Convergent Financial Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@convergentfp.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@convergentfp.com | 50% |
{first name}.{last name} | john.doe@convergentfp.com | 50% |
About Convergent Financial Partners
Helping you thrive in your financial situation, with a local touch you won't find in national firms. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under a separate ownership from any other named entity.
Convergent Financial Partners revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Convergent Financial Partners has 6 employees across 1 departments.
Departments
Number of employees
Funding Data
Convergent Financial Partners has never raised funding before.
Netherlands
Italy
Spain
CanadaFrequently asked questions
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