<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1107530239585271&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

1 min read

TradePMR Announces Dates and Venue for Synergy 2011 Conference

Mar 1, 2011 12:55:10 PM

TradePMR’s Synergy 2011 to be held at Hilton Walt Disney World Resort May 4-6

Gainesville, FL – March 1st, 2011 – TradePMR today announced the 2011 version of their annual advisor conference, Synergy, will be held in Orlando, FL at the Hilton Walt Disney World Resort across adjacent to Downtown Disney.

The conference is designed to provide TradePMR advisors with the latest information from industry experts while presenting hands-on education and support in the form of best business practices within the TradePMR system. In addition to several industry-leading speakers, attendees at this year’s conference will be able to choose from a number of informative breakout meetings including an advisor “Boot Camp” training session.

Key note speakers for the event include freelance magazine writer, author, virtual office consultant and financial advisor Joel Bruckenstein, Bill Doyle, Vice President and Principal Analyst of Forrester Research, and Bob Veres, twice recognized as one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine.

“Our advisors are going to benefit from an exciting lineup of leading industry speakers and informative, interactive breakout sessions at this year’s conference,” said TradePMR CEO Robb Baldwin. “We are very pleased to be able to provide such a wealth of information in a truly beautiful venue.”

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors

For further information contact Rob Dilbone, Managing Director 888-723-3767

Written by Admin