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An advertiser's-eye view of TD Ameritrade's national conference

Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

Author Kelly Newsome February 3, 2014 at 4:40 AM
2 Comments
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What looks disorderly at TD has the dead reckoning of dollars following ROI opportunity.

Conferences

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RIA Custodians


http://www.columbusunderground.com/forums/users/ko

http://www.columbusunderground.com/forums/users/ko

June 26, 2014 — 7:12 AM

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See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell

Tesseract Asset Management
Asset Manager for RIAs
Top Executive: Kevin A. Tuttle

TAM Portfolios
ETF Manager
Top Executive: Josh Asher

ConnectRoot
Consulting Firm
Top Executive: Kelly Newsome



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