Investment Advisor Magazine Business Mailing List
|97,500||Total Universe / Universe Rate||$160.00/M|
|97,500||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.
Total Assets Under Management (15.00/M) Under $1 Million 9,448 $1-$9.9 Million 8,870 $10-$24.9 Million 8,417 $25-$49.9 Million 8,692 $50-$100 Million 11,481 Over $100 Million 18,819 Business Activity (20.00/M) Full Service Securities/Brokerages/BrokerDealer 11,510 Full Service Securities/Wirehouse/Brokerages 7,807 Independent Financial Planning Firm/Broker-Deal 22,587 Indepndt Financial Planning Firm/RIA/Investment 24,077 Insurance Broker/Dealer 12,604 RIA 17,910 License Registration Held (15.00/M) Life / Health 445,098 Variable Life 28,989 RIA or Associated RIA (Registered Investment Advisor) 18,670 Series 6 Mutual Funds / Variable Annuity Sales) 21,063 Series 7 (Reg. Representative) 38,586 Series 22 (Registered Rep / Annuities / Bonds / DDPS) 3,663 Series 24 (Branch Supervisor must have 64,65 and 7) 9,981 Series 63 (Licensed Stock Broker) 28,267 MDRT (Million Dollar Round Table) 2,820 CFP (Certified Financial Planner) 14,211 CHFC 5,188 CLU (Charter Life Underwriter) 5,321 CPA (Certified Public Accountant) 4,001 JD/LLB 1,451 Series 65 (Investment Advisor) 20,844 Series 66 (Registered Investment Advisor) 15,722 CFA (Certified Financial Analyst) 2,889 CIMA (Certified Investment Management Analyst) 1,188 Income Source (15.00/M) Commissions Only 11,277 Fees Only 10,778 Fees and Commissions 30,541 Other 3,583 Job Title (20.00/M) Accountant/CPA/PFS/PFP 515 Financial Planner/Investment Advisor 45,912 Investment Manager/Consultant 7,021 Manager/Director 4,222 Other 6,962 President. CEO. Principal. VP 15,475 Stockbroker/Registered Representative 6,846 Organization (20.00/M) ABA 757 AICPA-PFP 1,725 CFA Institute 3,089 FPA 9,487 FSI 3,459 IARFC 841 IMCA 1,633 NAIFA 5,737 NAPFA 3,169 OTHER 6,661 SFSP 1,143
|Total Assets Under Management||$15.00/M|
|License Registration Held||$15.00/M|
|State / SCF / Zip||$15.00/M|