I Advisor Strategies @AdvisorSummit
#Strategy Session 4 #RIA #advisor #investment #compliance #execs #dol #wealthmanagement investmentadvisorsummit.com San Diego, CA Joined February 2016-
Tweets15
-
Followers68
-
Following376
-
Likes54
bit.ly/2kG6pCY 23rd Oct 2017 San Diego #investment #advisors #rias @AdvisorSummit
Thanks @judson_stone doing a great job! @AdvisorSummit x.com/FirstRatePerf/…
We are excited that our very own @judson_stone will be MCing @IOTECHs Investment #Advisor Summit next week! Thanks for having us, IOTECH!
@AdvisorSummit @FirstRatePerf @RBC @eMoneyAdvisor @FlexSharesETFs @snappy_kraken @marketingpro @EverplansPro x.com/judson_stone/s…
@IOTECHs Investment Advisor Strategies in Charlotte, NC has started! Session 1: Views of the market to help you navigate uncharted waters
Looking forward to @HighTowerAdvsor CEO delivering the keynote @AdvisorSummit #FDA #SEC #advisors #financialwellness
Catch Everplans' @EverplansPro presentation at the @AdvisorSummit in Charlotte next month! #financialadvisors #legacyplanning
learn how to #engage #clients #prospects via #tech #SocialMediaMarketing #MarketingDigital bit.ly/1Y31MP7
"IOTECH Strategies - Dallas 2016 (Fall)" by @IOTECHs on @LinkedIn linkedin.com/pulse/iotech-s…
"Investment Advisor Strategies - June 2016" by @IOTECHs on @LinkedIn linkedin.com/pulse/investme…
Investment Advisor Strategies Session Sheraton Hotel, Charlotte, NC, June 14th-15th 2016 #finplan #invest #advisors #wealth @AdvisorSummit
Rule duel ending: #DOL release of final version looms as early as this week. Learn more: inves.co/idi0314bT
Check out our Investment Advisor Strategy Session! @AdvisorSummit ow.ly/10mEAL x.com/IOTECHs/status…
#IADVISOR Strategies June 14th-15th @SheratonChar ow.ly/10mCEQ Register now! #invest #advisors #RIA
Which Robo-Advisors are Growing the Fastest? investopedia.com/articles/finan…
At Least 20 Robo-Advisors Can Leave a Human Unemployed letstalkpayments.com/at-least-20-ro… via @LetsTalkPaymnts
Matt @mrmattyw
164 Followers 2K Following Founder at Checkmark Automations | Certified Zapier Solutions Partner | AI, Low-Code & Automation for small business
Theffawl @TheffawlAJ6oiA
39 Followers 977 Following
Tina | Web3 Group @1H79gU6oC3ywxR9
69 Followers 7K Following Crypto is reshaping global finance. Free trading indicators for precise stock & crypto buy/sell signals—for all investors.
Shirley @Tearstore41sV
18 Followers 2K Following
Lisasmith @tysalay98371
100 Followers 7K Following
Kizzie Rosy @KizzieR22699
52 Followers 2K Following I need money, a lot of money. Even if I can make 1 dollar a day, I will try my best. If you have a way to make money, please tell me.
Timeysmour @timeysmour88587
12 Followers 713 Following
Ella_Avery @EllaAvery97315
6 Followers 409 Following
_MystGrace @mystgrace80911
14 Followers 915 Following
McThote @mc_thote32777
19 Followers 2K Following
Mr Ukodo @KesterDave
249 Followers 1K Following Am a business man who has been a great help for the lessprevillag and homeless
Patricia Baronowski S... @PattyBaronowski
2K Followers 5K Following Investor Relations, Public Relations, Media Relations, Social Media/ Corporate IR/PR, Marketing Professional. [email protected]AL Hewitt CFP®, EA, ... @ALHEWITTCFP
796 Followers 5K Following
Asset-Map @AssetMapLLC
3K Followers 4K Following The financial picture that’s worth a thousand decisions.
EvoShare @EvoShareUSA
605 Followers 4K Following Let 10,000+ merchants and 700,000+ hotels contribute to your Savings Destination! 🛍️ + 🧳 + 🍴 = 💰
Melissa Sanders @MelissaAtAlts
280 Followers 1K Following Investments Professional, San Francisco Native, Grammar & Spelling Police, Ice Cream & Shoe Obsessed
Bridgeway Capital Man... @BridgewayCM
295 Followers 72 Following Bridgeway offers statistical, evidence-based investment strategies. BCM does not approve or endorse any third-party communications.
Barry Metzger @BarrySMetzger
163 Followers 446 Following Senior Vice President, Trading and Education @CharlesSchwab @Schwab4Traders #ownyourtomorrow
Peter J. Klein @PeterJKleinCFA
2K Followers 1K Following Chief Investment Officer & Founder, @AlineWealth | CFA®, CRPS®, CAP® | Philanthropic Legacy Builder | Client-Focused Advisor
RIA.xyz @RIAdotxyz
591 Followers 4K Following RIAdotxyz launched as the first Market Network specific to the industry of Registered Investment Advisors #RIA #NetworkEffects https://t.co/mR9USnb3El • https://t.co/parKRY7IP2 • https://t.co/CrDI2rs1Hn
Kelley Carney @kcarney89
6 Followers 84 Following
Nicola Mining Inc. @NicolaMining
3K Followers 3K Following British Columbia's Gold, Silver, and Copper Opportunity 🇺🇸 #NASDAQ: #NICM | 🇨🇦 #TSXV: $NIM | 🇩🇪 #FSE: #HLIA
MyLogIQ @MyLogIQ
778 Followers 682 Following We collect and maintain the largest & most comprehensive SEC EDGAR disclosures and related financials databases in the United States. #AI #CorpGov #SEC
Charlie Nowlin @originalblazerf
59 Followers 257 Following
Imran Hossain @ImranHo31035884
517 Followers 4K Following
Skin Peddler Leatherw... @SkinPeddler
9 Followers 165 Following Veteran Family operated leather business in small town Indiana. With unsurpassed quality, styling, and durability
ECHELON Partners @echelon_group
1K Followers 3K Following The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries
Let's be better @Why_Not_Me123
491 Followers 2K Following Positive change is all I ask let's work together. Trying to start a nonprofit if anyone would like to help email [email protected]
Snappy Kraken @SnappyKraken
5K Followers 3K Following Award-winning martech for financial advisors 🏆 AI-driven campaigns, automated growth, and content that converts.
Spectrem Group @SpectremGroup
1K Followers 1K Following Voice of the Investor: Spectrem Group is a market research and consulting firm specializing in the affluent and retirement markets.
Judson Stone 🏅 @judson_stone
233 Followers 543 Following
Hightower @HightowerAdvsor
6K Followers 963 Following A community of independent-minded advisors delivering holistic financial advice.
Terri Kayden @tfk4444
597 Followers 3K Following Public Relations Consultant & Media Relations Specialist. Took up sailing ⛵️and love it, yogi at heart, eternal optimist and dreamer. Views are my own.
BravoSec @bravosecdotcom
143 Followers 1K Following Cyber Security For RIAs - (310) 730-1974 "Compliance Keeps The Regulators Out, Security Keeps The Bad Guys Out." https://t.co/zSAt4N0xUx
Amati Global Investor... @AmatiGlobal
2K Followers 4K Following Official X feed of Amati Global Investors Ltd - Independent specialist fund management boutique managing funds investing in small and mid-sized companies
Viren and Associates @VirenAssociates
155 Followers 587 Following We pledge to help you work towards your lifelong financial dreams. Securities offered through LPL Financial, Member SIPC https://t.co/zMStOLXR1U
Decaux Bullion @DecauxBullion
100 Followers 904 Following Buy gold coins, silver coins and physical bullion
Flackable @flackable
17K Followers 6K Following Fiercely bold public relations agency for rebellious and disruptive brands 🔥 Credibility. Authority. Influence. Impact.
Emma Jones @Emma_Jones23
314 Followers 2K Following Digital influencer, Brand Ambassador, #Blogger, Freelancer, #Traveler, #Foodie, TV & Movie Obsessed.
Stellar @StellarAM_
897 Followers 2K Following A leading provider of estate planning services for advisers seeking to reduce their clients' exposure to Inheritance Tax
PDM @PaladinDM
2K Followers 4K Following Financial advisor marketing services since 2003. We make the Internet your best source for new clients. #FinancialAdvisorMarketing
Hagemann Wealth Manag... @hagemannwealth
80 Followers 178 Following Welcome to Hagemann Wealth Management, where we start by listening. Securities offered through LPL Financial, Member https://t.co/LhHUZXZtEG
Gengey @EllisGenge
67K Followers 679 Following playing rugby for @bristolbears . Bristolian. @leagueoflegends enthusiast.Thriving with Dyspraxia Views are my own.
Frederick P. Gabriel @FredPGabriel
5K Followers 195 Following I am the publisher/executive editor of Crain’s New York Business. For questions and news tips, contact me at 978.609.4427 [email protected]
Aberdeen Adviser UK @AberdeenAdv_UK
16K Followers 246 Following We offer a range of easily accessible solutions to support advisers. Combining service excellence, technology & tools for good client outcomes. Capital at risk
Jeff Buchbinder,CFA @jbuchbinder_LPL
2K Followers 253 Following Chief Equity Strategist, LPL Financial, member FINRA/SIPC, https://t.co/2dOct7hwET, https://t.co/I63JAUL11x, https://t.co/PDJ4cVhV6X
TorridTech @TorridTech
7 Followers 30 Following Torrid Technologies Inc. Corporate Twitter account. RetirementView software for consumers, financial advisors and financial companies.
Aberdeen @Aberdeen_plc
13K Followers 190 Following Aberdeen – enabling our clients to be better investors.
Baer Software @BaerSoftware
32 Followers 31 Following Hub integrates technology applicationsinto a single, unified dashboard.
Alex Chalekian @AlexChalekian
12K Followers 4K Following 📈 CEO of @Lake_Avenue | For over 25 years I’ve helped individuals build, preserve and enjoy their wealth.
gail graham @TheGrahamBrand
601 Followers 552 Following Champion for improving financial services| Truth-teller| Horse lover| Marketing maven | Follower of #RIA | Building brands people love
Brandon Moss @brandonlmoss
872 Followers 631 Following Senior consultant and Chief Marketing @herbersco, #golf junkie, dad of #twins, #TexasTech, #baseball, Recovering Financial Planner, #TTUpfp
David @DMehlhorn
378 Followers 935 Following Dad 👦👦👦🐶 | Husband | Track Coach | Basketball Coach | Christ-Follower | Dual Citizen 🇨🇦🇺🇸 | Sun Devil Alum | Thoughts mine
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Financial Advisor IQ @FinAd_IQ
8K Followers 760 Following Financial Advisor IQ is a free online daily news service written for Financial Advisors helping them to build their practices.
Vestorly (Acquired by... @Vestorly
3K Followers 1K Following Vestorly’s Content Management Engine enables organizations to discover, filter, and personalize the right content to the right person at the right time.
Off The Record with B... @OTRwBrianHart
3K Followers 803 Following Unfiltered business talk. Catch execs and pros breaking down the hottest headlines and trends with @BrianHartPR. Live 3rd Thurs, 2pm ET monthly.
Amy Grothaus @amygrothaus
57 Followers 135 Following Vice President at CommunityAmerica Credit Union
Ben Goldstein @BenGoldsteinSr
50 Followers 362 Following
Neil Goldberg @neilgoldtw
91 Followers 150 Following Partner (Emeritus 😉) GW & Wade, LLC; Excited about next chapter. Avid cyclist & PMC’r, XC skier, traveler, reader. Above all: my wife and two young men.
Pete GT @CcaPgt
61 Followers 125 Following Husband & Father, Co-founder @ https://t.co/xtlfb4EdR0, Scout Master, Dog Lover, Independent
Greg Makowski @Greg_Makowski27
23 Followers 17 Following
Keith Albritton @KeithToGo
457 Followers 2K Following Advisor at Allen and Company. Securities offered through LPL Financial, Member SIPC, https://t.co/QY3NJs0Q4n
FST Tech @fstechstrat
33 Followers 453 Following #financial services #roundtables 4 #informationtech execs from #banks #insurance #cloud #payment #cybersecurity #data #CIO
Mark Lamoriello @MLamoriello
17 Followers 28 Following
Hightower Signature W... @lexingtonwealth
199 Followers 242 Following Connecting the Head and the Heart of Wealth Management P. (781) 860-7745
NJBEST 529 @NJBEST529
4K Followers 55 Following NJBEST New Jersey's 529 College Savings Plan. Never disclose account or personal financial information on Twitter.
LibertyShares @libertyshares
7K Followers 4 Following Active, smart beta and passive ETFs from Franklin Templeton. Providing investors with a variety of choices in building diversified portfolios.
Franklin Templeton @FranklnTempletn
105K Followers 202 Following Follow us for global investment perspectives
J.P. Morgan Asset Man... @JPMorganAM
118K Followers 225 Following Committed to partnering with advisors to build stronger portfolios. Let's solve it. Disclosures: https://t.co/V8Xq1WMa4J
Franklin Templeton @FTI_US
132K Followers 277 Following Official Franklin Templeton account. For US investors only. Follow us for global investment perspectives.
CoPilot AI @copilotadvisor
2K Followers 911 Following Diversify your growth, cut through the market noise and reach your audience directly with our AI-powered platform. https://t.co/CtnICIa9od
Hightower @HightowerAdvsor
6K Followers 963 Following A community of independent-minded advisors delivering holistic financial advice.
Snappy Kraken @SnappyKraken
5K Followers 3K Following Award-winning martech for financial advisors 🏆 AI-driven campaigns, automated growth, and content that converts.
Brian Hart @BrianHartPR
39K Followers 15K Following Award-winning PR strategist, entrepreneur, writer & media commentator. 🎙️@OTRwBrianHart. Free thinker. Opinions mine. Forward🧢
Flackable @flackable
17K Followers 6K Following Fiercely bold public relations agency for rebellious and disruptive brands 🔥 Credibility. Authority. Influence. Impact.
David Mehlhorn @TGEDavid
417 Followers 307 Following Dad to 3 crazy boys | Husband | Small Business Owner | Sports Enthusiast | Coach
aRIA @AllianceforRIAs
2K Followers 425 Following aRIA is a think tank of successful entrepreneurs seeking to proactively improve the future of the RIA industry by building a culture of continuous learning.
Rick Kahler, MS, CFP�... @RickKahler
7K Followers 164 Following Advice-only Financial Planner, Certified Financial Therapist™, Certified IFS Practitioner, Author, Speaker, Educator, Finologist Fellow, Visionary, Enneagram
Brian Kenny @hbscmo
42K Followers 948 Following Chief Marketing Officer for Harvard Business School by day, lead singer for CramerHill by night.
Brian Kardon @bkardon
15K Followers 9K Following Sharing ideas about demand gen, marketing, SaaS and the tenor saxophone. People say I ask a lot of questions.
Hexure @HexureTech
586 Followers 416 Following We provide digital sales automation solutions to the insurance, financial services and wealth management industries. Now part of @icapitalnetwork.
Samuel S. Henderson @SamSHenderson
75 Followers 336 Following Family man, Gator fan, Founder of Henderson Wealth Partners. Securities offered through LPL Financial Member SIPC https://t.co/IGMUhGpc95
E. Ronald Lara @ronlara10
4 Followers 1 FollowingBrian Donovan @Donovanres
76 Followers 32 Following
Naomi Silver @NSilverRCB
390 Followers 145 Following President, CEO, COO of Rochester Community Baseball, Inc.
Curtis Fett @fett_curtis
3 Followers 6 Following
ross levin @spendyourlifewi
265 Followers 219 Following












