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Christopher Danner

Convergence Financial
16 Years of Experience
Round Rock, TX
Broker
View SEC Summary
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Christopher Danner is a registered investment advisor at Convergence Financial, based in Round Rock, TX, with 16 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,714 clients with $900M in assets under management.

Convergence Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,714 clients
Average Client Portfolio
$333K average
Assets Under Management
$904.0M

Fee Structure

Planning is included in investment management (also available separately)

Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.

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Location

Round Rock, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher operates his LPL business through Good Life Advisors LLC, dedicating about half of his time to this. He also volunteers as a firefighter, spending a few hours per week on this activity.

Employment History
Current Registrations
Convergence Financial
September 2026 - Present · 1 mo
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Good Life Advisors, LLC
January 2024 - August 2026 · 2 yrs 7 mos
Kestra Advisory Services, LLC
March 2019 - December 2023 · 4 yrs 9 mos
Kestra Investment Services, LLCBroker
April 2015 - December 2023 · 8 yrs 8 mos
1st Global Capital CORP.Broker
September 2010 - April 2014 · 3 yrs 7 mos
Clark Securities, INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
Edward Jones
November 2007 - April 2008 · 5 mos
Edward JonesBroker
October 2007 - April 2008 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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