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Summit2016v1_300x83

Back to Summit 2016 Details  | Agenda | Sponsors Presenting | Special Guest | Day One Moments | Day Two Moments | Day Three Moments

  • 1st Global
    • Craig Johnson
  • Advisor Group
    • Thayer Gallison
    • Michal-Erin Frushell
    • Denise Faber
    • Tony Brown
  • American portfolios
    • Jim Goedtke
  • Ameritas
    • Amy Starkey
  • Cambridge
    • Derek Hayes
    • Shawna Larsh
  • Commonwealth
    • Susan Kelly
  • Herbert J. Sims
    • Corey Franco
  • Kovack Securities
    • Jim Yates
  • LPL Financial
    • Tim Rolfs
    • Joe Byrne
    • Austin Roth
  • NFP Advisors
    • Kris Studebaker
  • National Planning
    • Lucas Johnson
  • ProEquities
    • Ronda Hargett
    • Jayme Barrett
  • Securities Service Network
    • Bob Lavoie
  • Signator Investors
    • Dan Fixler
  • Strategic Financial Alliance
    • Martin Slovin
    • Lamar McGhee
    • Nathan Anderson
  • The O.N. Equity Sales Company
    • Matt Strife
  • Triad Advisors
    • Craig Covington
    • Amy Teeple
    • Lauren Richards
  • Sandlapper Securities
    • Liz Stevens
    • Natelyn Klump
  • Capital Investment Group
    • Jerry Payne          

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.

Loreen M. Gilbert President, WealthWise Financial Services Blue Vault July 6, 2016