Marc Neighbor has been an investment adviser representative at Convergence Financial since June 2024, and is not listed among the firm’s executive officers or direct owners. Marc Neighbor studied BFA at Rhode Island School of Design.
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.
Marc Neighbor is Financial Advisor of Convergence Financial, in Overland Park, Kansas. He began his career at Edward Jones and joined Convergence Financial in 2024. Before financial services he ran his own photography business and taught at a high school.
Marc Neighbor’s longest registration was 3 years at Edward Jones (2021–2024). Before joining Convergence Financial in 2024, Marc Neighbor was registered through Edward Jones.
- Convergence FinancialCurrent– present · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 304146
- Edward Jones– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Marc Neighbor is registered as an investment adviser representative in 2 states. The first approvals date from June 2024; the most recent is Kansas, in November 2025.
- KansasSince 25 November 2025
- MissouriSince 5 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 January 2021 |
| Series 7TO | General Securities Representative Examination | 28 December 2020 |
| SIE | Securities Industry Essentials Examination | 2 December 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Marc Ernest Neighbor
- CRD
- 7308633
- Firm
- Convergence Financial · CRD 304146
- Office
- 9401 Indian Creek Pkwy, Suite 1040, 40 Corporate Woods, Overland Park, KS 66210
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- convergencekc.com
Where does Marc Neighbor work?
Marc Neighbor is an investment adviser representative registered through Convergence Financial, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Marc Neighbor a financial advisor?
Yes. Marc Neighbor has a current investment-adviser registration in Kansas and Missouri, through Convergence Financial since June 2024.
How many years of experience does Marc Neighbor have?
Marc Neighbor has 5 years in the financial industry, since December 2020, across 2 adviser firms.
What exams has Marc Neighbor passed?
Marc Neighbor has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2020.
Where is Marc Neighbor based?
Marc Neighbor’s registered office is in Overland Park, KS.
Is Marc Neighbor registered with FINRA?
Yes. Marc Neighbor has a current broker registration, under CRD 7308633.
Source: FINRA BrokerCheck
How can I verify Marc Neighbor’s record?
Search CRD 7308633 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marc Neighbor’s full registration record.
