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Industry Experts Form The Investment Adviser Rep Syndicate

Grass Roots Organization Helps Investment Adviser Representatives

ST. LOUIS, March 18, 2014 /PRNewswire/ -- The Investment Adviser Rep Syndicate (The Syndicate) is a new and unique collaborative grass roots organization dedicated to the interests of investment adviser representatives. This national organization was formed to address the compliance, legal, and business development interests of Investment Adviser Representatives (IARs) and small- to mid-size Registered Investment Advisers (RIAs). The Syndicate provides financial advisers and RIAs with a member-driven platform to provide the most effective tools for its members. The Syndicate also provides education and information on regulatory compliance and business development.

"There was a missing link for Investment Adviser Representatives," commented David B. Cosgrove when asked about why he founded this new organization. "The Investment Adviser Rep Syndicate helps IARs become even better financial advisers by providing them with the resources they need to take their business to the next level."

The Syndicate was founded in 2013 by David B. Cosgrove, Managing Member of Cosgrove Law Group, LLC and former securities industry regulator. Based in St. Louis, MO, the Cosgrove Law Group represents various individuals and entities in the financial services industry throughout the United States. Mr. Cosgrove serves as President of The Syndicate. Other officers include: Kurt J. Schafers, Vice-President and an attorney representing investment advisers; Mary E. Hodges, Secretary; and Sheila R. Carroll, Treasurer and former securities industry regulator.

Membership fees in The Syndicate are temporarily discounted until April 1, 2014 and include:

  • Access to The Syndicate's valuable online chat forum where members can chat with other members and Syndicate staff
  • Access to discounted legal services, if needed, through Cosgrove Law Group, LLC
  • E-mail updates, including relevant articles and updates for industry professionals
  • Special pricing for event registration
  • Early bird invitations to events
  • Access to member-only events
  • Referral reward (Refer 10 people who are approved for membership and your annual membership will be at no cost)

Annual Membership = $245     Biannual Membership = $465

To apply for membership, please complete the membership application form on The Syndicate's website. Payment is accepted via check and through PayPal. To register for a conference or for any membership or conference questions, please e-mail The Syndicate at: [email protected].

Follow The Syndicate on Twitter @IARSyndicate and on Linkedln.

Read more news from Investment Adviser Rep Syndicate.

FOR MORE INFORMATION: David Cosgrove
[email protected]
(314) 563-2499

SOURCE Investment Adviser Rep Syndicate

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