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Here’s what 2016’s attendees are saying about Blue Vault’s Summit:

The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.

Derek Hayes Analyst, Cambridge Investment Research Broker Dealer Educational Summit 2016 May 30, 2016

The 3rd Annual Blue Vault Broker Dealer Educational Summit will be held March 13 – 15, 2017, at the Ritz-Carlton in downtown Atlanta. Registration is by invitation only.

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Attendees

Broker Dealers:

This list will be updated as registrations are received!

  • 1st Global Capital Corp.
  • Advisor Group
  • American Portfolios Financial Services, Inc.
  • Ameriprise Financial
  • Ameritas Investment Corp.
  • Cambridge Investment Research, Inc.
  • Capital Investment Group, Inc. 
  • Commonwealth Financial Network
  • Geneos Wealth Management, Inc.
  • Great Nation Investment Corporation
  • HJ Sims
  • Kalos Financial, Inc.
  • Kovack Securities, Inc.
  • Lincoln Financial Network
  • LPL Financial
  • Money Concepts Capital Corp.
  • National Planning Holdings, Inc.
  • Regal Securities, Inc. 
  • SANDLAPPER Securities, LLC
  • Securities America, Inc.
  • Signator Investors, Inc.
  • The O.N. Equity Sales Company
  • The Strategic Financial Alliance, Inc.
  • Triad Advisors, Inc.
  • Voya Financial Advisors 

Sponsors:

Learn more about each sponsor by clicking on their names below.

 

Gordon Dunne
September 30, 2019

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”