Investment Advisor Magazine Business Mailing List
|116,197||Total Universe / Universe Rate||$160.00/M|
|116,197||Active US Subscribers||$160.00/M|
Published by Summit Professional Networks, an ALM Business
The Investment Advisor Magazine Business Mailing List reaches financial professionals subscribing to this publication for relevant topics on the investment and financial planning industry. These magazine subscribers are independent financial planners, registered investment advisors, stockbrokers, and executives of broker/dealer firms in search of investment options that fit client’s needs. They have the purchasing power to buy products for business operation including computers, software, business wear, telecommunications systems, electronic devices, office supplies, and office furnishings.
These professionals are in the market for accurate news sources, education, and industry events on business relations, sales, marketing, financial market analysis, and business expansion. Investment Advisor Magazine reaches out to professionals from Main Street to Wall Street delivering timely articles on industry topics as diverse as retirement planning, wealth management, investing overseas, financial reform, and volatility in financial marketplaces.
Subscribers in this list are engaged in a variety of industries allied to the financial services including banking, securities, financial planning, insurance, and accounting. These financial experts are knowledgeable and offer clients short and long-term investment advice to suit their needs and goals. They search for the investment vehicle that gives clients the greatest return and offer mutual funds, insurance and annuities, partnerships, IRAs, trusts, and other investment products.
Professionals from Investment Advisor Magazine Business Mailing List are responsive to marketing offers from retailers, direct mail marketers, industry trade publications, government regulators, insurance companies, mutual fund providers, event coordinators, and continuing education providers. Multi-channel marketing is available.
Business Activity (20.00/M) Independent Financial Planning Firm 57,293 Insurance Broker Dealer 11,267 Full Service Securities / Brokerage / Broker Dealer 29,713 RIA / Registered Investment Advisors 17,185 Total Assets Under Management (15.00/M) Under $1 Million 8,888 $1 to $9.9 Million 9,854 $10 to $24.9 Million 10,281 $25 to $49.9 Million 10,653 $50 to $100 Million 13,433 Over $100 Million 21,076 License Registration Held (15.00/M) Life / Health 45,693 Variable Life 29,571 RIA or Associated RIA (Registered Investment Advisor) 19,996 Series 6 (Mutual Funds / Variable Annuity Sales) 23,263 Series 7 (Reg. Representative) 44,772 Series 22 (Registered Rep / Annuities / Bonds / DDPS) 4,386 Series 24 (Branch Supervisor must have 64,65 and 7) 11,494 Series 63 (Licensed Stock Broker) 30,205 MDRT (Million Dollar Round Table) 2,990 CFP (Certified Financial Planner) 15,011 CHFC 5,427 CLU (Charter Life Underwriter) 5,544 CPA (Certified Public Accountant) 4,261 JD/LLB 1,503 Series 65 (Investment Advisor) 22,928 Series 66 (Registered Investment Advisor) 16,863 CFA (Certified Financial Analyst) 3,136 CIMA (Certified Investment Management Analyst) 1,167 Income Source (15.00/M) Commissions Only 10,864 Fees Only 10,765 Fees and Commissions 32,631 Other 3,890 Job Title (20.00/M) Financial Planner / Investment Advisor 49,724 Investment Manager / Consultant 5,845 Stockbroker Registered Rep 8,325 Accountant / CPA / PFS / PFP 1,196 President, CEO, Principal, VP 15,500 Manager / Director 5,904 Home Office Executive 1,083 Other 6,847
|Total Assets Under Mgmt||$15.00/M|
|License Registration Held||$15.00/M|