Greg Lebold has been an investment adviser representative at Convergence Financial since June 2026, and is not listed among the firm’s executive officers or direct owners.
Convergence Financial, LLC is a Columbia, MO firm with $904M under management, 2,714 clients and 13 advisers across 15 offices, as of its September 2026 filing.
Greg Lebold’s longest registration was 20 years at Cambridge Investment Research Advisors, Inc. (2005–2026). Before joining Convergence Financial in 2026, Greg Lebold was registered through Cambridge Investment Research Advisors, Inc. and Legacy Financial Group, Inc.
- Convergence FinancialCurrent– present · under a yearGladstone, MO · Adviser representative · Firm CRD 304146
- Cambridge Investment Research Advisors, Inc.– · 20 yearsGladstone, MO · Adviser representative · Firm CRD 134139
- Legacy Financial Group, Inc.– · 5 yearsKansas City, MO · Adviser representative · Firm CRD 113885
Investment adviser representative registrations
Greg Lebold is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in June 2026.
- KansasSince 22 June 2026
- MissouriSince 22 June 2026
- TexasResidentSince 22 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 May 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 1985 |
| Series 7 | General Securities Representative Examination | 19 October 1985 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1250480
- Firm
- Convergence Financial · CRD 304146
- Office
- Gladstone, MO
- Registration
- Investment adviser registration
- In the industry since
- December 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does Greg Lebold work?
Greg Lebold is an investment adviser representative registered through Convergence Financial, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Greg Lebold a financial advisor?
Yes. Greg Lebold has a current investment-adviser registration in Kansas, Missouri and Texas, through Convergence Financial since June 2026.
How many years of experience does Greg Lebold have?
Greg Lebold has 40 years in the financial industry, since December 1985, across 3 adviser firms.
What exams has Greg Lebold passed?
Greg Lebold has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 1985. FINRA credited Greg Lebold with the SIE, which began in October 2018.
Where did Greg Lebold work before Convergence Financial?
Before Convergence Financial, Greg Lebold was registered through Legacy Financial Group, Inc., November 1999 to July 2005.
Where is Greg Lebold based?
Greg Lebold’s registered office is in Gladstone, MO.
Is Greg Lebold registered with FINRA?
No. Greg Lebold has no current broker registration.
How can I verify Greg Lebold’s record?
Search CRD 1250480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Greg Lebold’s full registration record.
