Investment Advisor Magazine Business Mailing List
|120,084||Total Universe / Universe Rate||$160.00/M|
|120,084||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 9,206 $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
|Total Assets Under Management||$15.00/M|
|License Registration Held||$15.00/M|
|State / SCF / Zip||$15.00/M|