Adam Bethel

President and Financial Advisor @Convergence Wealth

Columbia, MO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2020 — Present

President and Financial Advisor @Convergence Wealth

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Columbia, MO, US

EDUCATION

2001 — 2005

Culver-Stockton College

Bachelor of Science, Accounting, Finance

ABOUT ADAM BETHEL

I help guide people to make great decisions about their money. In a world of information overload, we seek to simplify the decision-making process and cut through the financial non-sense. Our ideal clients are savers that want to be financially successful and people who are entering or nearing retirement that want to figure out the best way to convert their assets into income to replace their income from work. Check out my book, The Strong Family Formula. You can find the latest version on Amazon! Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Investment advice offered through Convergence Financial, a Registered Investment Adviser. Convergence Financial and LPL Financial are separate unaffiliated legal entities. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Adam Bethel — President and Financial Advisor at Convergence Wealth in Columbia, MO, US | Unifers