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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

115,788 Total Universe / Universe Rate $160.00/M
115,788 Active US Subscribers $160.00/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 	9,959 	
    $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 	

 

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
Organization $20.00/M

ADDRESSING

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