To attend Convergence, you must be one of the following:

  • RIA
  • Registered Rep
  • Financial Planner
  • Wealth Manager
  • Investment Advisor
  • Broker/Dealer FA
  • Wirehouse Advisor
  • Family Office
  • Institution (pension and retirement plans, endowments and foundations)
  • Bank/Trust Professional
  • Accredited Investors, except those working for financial services companies

Except for Accredited Investors, you must directly serve individual or institutional clients. Those representing companies that primarily offer products or services to financial advisors or investors are not permitted to attend. We reserve the right to deny admission to any registrant not meeting the above criteria.

GROUP DISCOUNT
Pay for 3 and get the 4th person free. 

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