Investment Advisor Magazine

Published by ALM Media. Investment Advisor Magazine reaches financial professionals subscribing to this publication for relevant topics on the investment and financial planning industry.

SEGMENTS
116,273 Total Universe / Universe Rate $160.00/M
116,273 Active US Subscribers $160.00/M
SELECTS
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

Description

Published by  ALM Media.
Investment Advisor Magazine 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.

Profile



		
Total Assets Under Management   (15.00/M)
Under $1 Million 	9,735 	
$1-$9.9 Million 	8,908 	
$10-$24.9 Million 	8,368 	
$25-$49.9 Million 	8,670 	
$50-$100 Million 	11,551 	
Over $100 Million 	18,790 	

		
Business Activity   (20.00/M)
Full Service Securities/Brokerages/BrokerDealer 	10,749 	
Full Service Securities/Wirehouse/Brokerages 	12,529 	
Independent Financial Planning Firm/Broker-Deal 	32,908 	
Indepndt Financial Planning Firm/RIA/Investment 	22,333 	
Insurance Broker/Dealer 	15,087 	
RIA 	21,736 	

		
License Registration Held   (15.00/M)
Life / Health 	45,501 	
Variable Life 	29,229 	
RIA or Associated RIA (Registered Investment Advisor) 	18,491 	
Series 6 Mutual Funds / Variable Annuity Sales) 	21,230 	
Series 7 (Reg. Representative) 	39,997 	
Series 22 (Registered Rep / Annuities / Bonds / DDPS) 	3,663 	
Series 24 (Branch Supervisor must have 64,65 and 7) 	9,773 	
Series 63 (Licensed Stock Broker) 	28,254 	
MDRT (Million Dollar Round Table) 	2,825 	
CFP (Certified Financial Planner) 	13,823 	
CHFC 	5,101 	
CLU (Charter Life Underwriter) 	5,239 	
CPA (Certified Public Accountant) 	3,944 	
JD/LLB 	1,441 	
Series 65 (Investment Advisor) 	20,786 	
Series 66 (Registered Investment Advisor) 	16,236 	
CFA (Certified Financial Analyst) 	2,895 	
CIMA (Certified Investment Management Analyst) 	1,181 	

		
Income Source   (15.00/M)
Commissions Only 	11,465 	
Fees Only 	10,321 	
Fees and Commissions 	30,510 	
Other 	3,727 	

		
Job Title   (20.00/M)
Accountant/CPA/PFS/PFP 	490 	
Financial Planner/Investment Advisor 	51,432 	
Investment Manager/Consultant 	7,345 	
Manager/Director 	6,124 	
Other 	10,308 	
President. CEO. Principal. VP 	21,722 	
Stockbroker/Registered Representative 	7,817 	

		
Organization   (20.00/M)
ABA 	743 	
AICPA-PFP 	1,685 	
CFA Institute 	3,004 	
FPA 	8,787 	
FSI 	3,371 	
IARFC 	825 	
IMCA 	1,529 	
NAIFA 	5,761 	
NAPFA 	3,067 	
OTHER 	6,518 	
SFSP 	1,089 	


Ordering Instructions

  • 5,000 Name Minimum Order $0.00 Minimum Price
  • Net Name is allowed ($10.00/M Run Charge)
  • Please Inquire about Exchange
  • Broker Commission 20% on base
  • Agency Commission 15% on base
  • Please Inquire about Reuse
  • Cancellation fee at $100.00/F: Orders cancelled prior to merge are subject to a $100/F fee plus any applicable production charges. Orders cancelled after merge purge are payable in full. All orders are approved on a reciprocal rental.