Investment Advisor Magazine Business Mailing List
|115,788||Total Universe / Universe Rate||$160.00/M|
|115,788||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 9,959 $1 to $9.9 Million 9,798 $10 to $24.9 Million 9,579 $25 to $49.9 Million 9,831 $50 to $100 Million 12,782 Over $100 Million 20,154 Business Activity (20.00/M) Independent Financial Planning Firm 38,302 Insurance Broker Dealer 12,555 Full Service Securities / Brokerage / Broker Dealer 17,525 RIA / Registered Investment Advisors 19,887 Independent Financial Planning Firm/Broker-Dealer 19,989 Full Service Securities/Wirehouse/Brokerages 6,433 License Registration Held (15.00/M) Life / Health 48,864 Variable Life 31,123 RIA or Associated RIA (Registered Investment Advisor) 20,696 Series 6 Mutual Funds / Variable Annuity Sales) 23,629 Series 7 (Reg. Representative) 44,839 Series 22 (Registered Rep / Annuities / Bonds / DDPS) 4,282 Series 24 (Branch Supervisor must have 64,65 and 7) 11,089 Series 63 (Licensed Stock Broker) 30,686 MDRT (Million Dollar Round Table) 3,067 CFP (Certified Financial Planner) 15,294 CHFC 5,603 CLU (Charter Life Underwriter) 5,702 CPA (Certified Public Accountant) 4,415 JD/LLB 1,570 Series 65 (Investment Advisor) 23,238 Series 66 (Registered Investment Advisor) 17,780 CFA (Certified Financial Analyst) 3,265 CIMA (Certified Investment Management Analyst) 1,228 Income Source (15.00/M) Commissions Only 11,758 Fees Only 10,817 Fees and Commissions 31,921 Other 3,639 Job Title (20.00/M) Financial Planner / Investment Advisor 53,543 Investment Manager / Consultant 7,663 Stockbroker/Registered Representative 7,757 Accountant / CPA / PFS / PFP 768 President, CEO, Principal, VP 16,860 Manager/Director 5,046 Home Office Executive 615 Other 7,719 Organization (20.00/M) ABA 753 AICPA-PFP 1,705 CFA Institute 3,065 FPA 9,299 FSI 3,424 IARFC 814 IMCA 1,498 NAIFA 5,788 NAPFA 3,128 SFSP 1,113 Other 6,313
|Total Assets Under Management||$15.00/M|
|License Registration Held||$15.00/M|
|State / SCF / Zip||$15.00/M|