Adam Brian Parrie

Employer firm

Convergence Financial CRD 304146

$904M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 07/2021
  Waddell & Reed Inc
  Overland Park, KS
• 07/2021 → 08/2022
  Lpl Financial Llc
  Overland Park, KS
• 08/2022 → 11/2023
  Prospera Financial Services Inc
  Dallas, TX
• 11/2023 → 06/2026
  Rice Voelker Llc
  Covington, LA
• 04/2026 → Present
  Convergence Financial
  Columbia, MO

Previous Registrations

• 2025-07-24 → 2026-06-30
  Rice, Voelker, Llc
  Mandeville, LA
  Mandeville, LA
  Rayville, MO
  Covington, LA
  Mandeville, LA
• 2022-08-11 → 2023-10-31
  Prospera Financial Services, Inc.
  Dallas, TX
  Dallas, TX
• 2021-07-21 → 2022-08-25
  Lpl Financial Llc
  Overland Park, KS
  Rayville, MO
• 2016-05-19 → 2021-07-21
  Waddell & Reed
  Overland Park, KS

Other Businesses

Adam will provide compliance services for unaffiliated RIA firms on behalf of Convergence RIA Partners. Convergence RIA Partners is associated of Convergence Financial. Mr. Parrie will not receive additional compensation for his work for Convergence RIA Partners.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-19