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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.

SELECTS

97,500 Total Universe / Universe Rate $160.00/M
97,500 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 	9,448 	
    $1-$9.9 Million 	8,870 	
    $10-$24.9 Million 	8,417 	
    $25-$49.9 Million 	8,692 	
    $50-$100 Million 	11,481 	
    Over $100 Million 	18,819 	
    
    		
    Business Activity   (20.00/M)
    Full Service Securities/Brokerages/BrokerDealer 	11,510 	
    Full Service Securities/Wirehouse/Brokerages 	7,807 	
    Independent Financial Planning Firm/Broker-Deal 	22,587 	
    Indepndt Financial Planning Firm/RIA/Investment 	24,077 	
    Insurance Broker/Dealer 	12,604 	
    RIA 	17,910 	
    
    		
    License Registration Held   (15.00/M)
    Life / Health 	445,098 	
    Variable Life 	28,989 	
    RIA or Associated RIA (Registered Investment Advisor) 	18,670 	
    Series 6 Mutual Funds / Variable Annuity Sales) 	21,063 	
    Series 7 (Reg. Representative) 	39,586 	
    Series 22 (Registered Rep / Annuities / Bonds / DDPS) 	3,663 	
    Series 24 (Branch Supervisor must have 64,65 and 7) 	9,981 	
    Series 63 (Licensed Stock Broker) 	28,267 	
    MDRT (Million Dollar Round Table) 	2,820 	
    CFP (Certified Financial Planner) 	14,211 	
    CHFC 	5,188 	
    CLU (Charter Life Underwriter) 	5,321 	
    CPA (Certified Public Accountant) 	4,001 	
    JD/LLB 	1,451 	
    Series 65 (Investment Advisor) 	20,844 	
    Series 66 (Registered Investment Advisor) 	15,722 	
    CFA (Certified Financial Analyst) 	2,889 	
    CIMA (Certified Investment Management Analyst) 	1,188 	
    
    		
    Income Source   (15.00/M)
    Commissions Only 	11,277 	
    Fees Only 	10,778 	
    Fees and Commissions 	30,541 	
    Other 	3,583 	
    
    		
    Job Title   (20.00/M)
    Accountant/CPA/PFS/PFP 	515 	
    Financial Planner/Investment Advisor 	45,912 	
    Investment Manager/Consultant 	7,021 	
    Manager/Director 	4,222 	
    Other 	6,962 	
    President. CEO. Principal. VP 	15,475 	
    Stockbroker/Registered Representative 	6,846 	
    
    		
    Organization   (20.00/M)
    ABA 	757 	
    AICPA-PFP 	1,725 	
    CFA Institute 	3,089 	
    FPA 	9,487 	
    FSI 	3,459 	
    IARFC 	841 	
    IMCA 	1,633 	
    NAIFA 	5,737 	
    NAPFA 	3,169 	
    OTHER 	6,661 	
    SFSP 	1,143 		 	

 

ORDERING INSTRUCTIONS

 

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