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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

116,197 Total Universe / Universe Rate $160.00/M
116,197 Active US Subscribers $160.00/M
17,713 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

  • 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

 

ORDERING INSTRUCTIONS

 

State $15.00/M
SCF $15.00/M
Zip $15.00/M
Gender/Sex $10.00/M
Business Activity $20.00/M
Total Assets Under Mgmt $15.00/M
License Registration Held $15.00/M
Income Source $15.00/M
Employee Size $20.00/M
Sales Volume $20.00/M
Job Title $20.00/M

ADDRESSING

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

 

USAGE