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The Blue Vault Broker Dealer Partnership Program (BDPP) allows partnering Broker Dealers to share Blue Vault’s alternative investment research with its financial advisors. Twenty-four industry-leading Broker Dealers have chosen to partner with Blue Vault in this manner for the purpose of providing greater transparency to its advisors.
         
     
  • 1st Global
  • Advisor Group
  • American Portfolios
  • Ameriprise Financial
  • Ameritas Investment Corp.
  • Calton & Associates, Inc.
  • Cambridge Investment Research, Inc.
  • Capital Investment Group, Inc.
  • Cetera Financial Group
  
  • Commonwealth Financial Network
  • Geneos Wealth Management, Inc.
  • Great Nation Investment Corporation
  • Investment Professionals, Inc.
  • Kalos Financial, Inc.
  • Kovack Securites, Inc.
  • LPL Financial
  • Money Concepts
  
  • ProEquities, Inc.
  • Securities America, Inc.
  • Sigma Financial Corporation/Parkland Securities, LLC
  • The O.N. Equity Sales Company
  • The Strategic Financial Alliance, Inc.
  • Triad Advisors, LLC
  • Voya Financial Advisors 
         
For information on advertising, reprint licensing or custom research, see our Digital Media Kit and please email Betsy.Ricks@BlueVaultPartners.com or dial 678-456-4640.

 

 

John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.

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John E. Moriarty, ChFC
Founder & President, e3 ConsultantsGROUP