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Investment Advisor Magazine Business Mailing List

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.

SEGMENTS SELECTS

120,084 Total Universe / Universe Rate $160.00/M
120,084 Active US Subscribers $160.00/M
19,223 Email Addresses $300.00/M

DESCRIPTION

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.

PROFILE

  • 	  
    Total Assets Under Management   (15.00/M)
    Under $1 Million 	9,206 	
    $1 to $9.9 Million 	9,921 	
    $10 to $24.9 Million 	10,211 	
    $25 to $49.9 Million 	10,659 	
    $50 to $100 Million 	13,496 	
    Over $100 Million 	20,950 	
    
    		
    Business Activity   (20.00/M)
    Independent Financial Planning Firm 	51,972 	
    Insurance Broker Dealer 	11,678 	
    Full Service Securities / Brokerage / Broker Dealer 	24,381 	
    RIA / Registered Investment Advisors 	19,529 	
    Independent Financial Planning Firm/Broker-Dealer 	8,068 	
    Full Service Securities/Wirehouse/Brokerages 	3,130 	
    
    		
    License Registration Held   (15.00/M)
    Life / Health 	48,133 	
    Variable Life 	30,219 	
    RIA or Associated RIA (Registered Investment Advisor) 	21,412 	
    Series 6 Mutual Funds / Variable Annuity Sales) 	23,971 	
    Series 7 (Reg. Representative) 	45,973 	
    Series 22 (Registered Rep / Annuities / Bonds / DDPS) 	4,466 	
    Series 24 (Branch Supervisor must have 64,65 and 7) 	12,002 	
    Series 63 (Licensed Stock Broker) 	31,021 	
    MDRT (Million Dollar Round Table) 	3,103 	
    CFP (Certified Financial Planner) 	16,191 	
    CHFC 	5,792 	
    CLU (Charter Life Underwriter) 	5,880 	
    CPA (Certified Public Accountant) 	4,727 	
    JD/LLB 	1,631 	
    Series 65 (Investment Advisor) 	24,475 	
    Series 66 (Registered Investment Advisor) 	17,173 	
    CFA (Certified Financial Analyst) 	3,379 	
    CIMA (Certified Investment Management Analyst) 	1,252 	
    
    		
    Income Source   (15.00/M)
    Commissions Only 	11,161 	
    Fees Only 	11,551 	
    Fees and Commissions 	33,142 	
    Other 	3,610 	
    
    		
    Job Title   (20.00/M)
    Financial Planner / Investment Advisor 	53,901 	
    Investment Manager / Consultant 	6,991 	
    Stockbroker/Registered Representative 	8,244 	
    Accountant / CPA / PFS / PFP 	1,019 	
    President, CEO, Principal, VP 	16,689 	
    Manager/Director 	5,292 	
    Home Office Executive 	829 	
    Other 	6,899

 

ORDERING INSTRUCTIONS

 

Gender $10.00/M
Total Assets Under Management $15.00/M
Business Activity $20.00/M
License Registration Held $15.00/M
Income Source $15.00/M
Job Title $20.00/M
State / SCF / Zip $15.00/M

ADDRESSING

Key Coding $3.50/M
P/S Labels $15.00/M
RUN CHARGE $10.00/M
EMAIL $100.00/F