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

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The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.

Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Broker Dealer Educational Summit 2016 April 14, 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.

 

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