SEGMENTS
462,510 | TOTAL UNIVERSE / BASE RATE | $125.00/M |
462,510 | U.S. Investment Advisors & Brokers | $125.00/M |
Specialties Available | + $20.00/M |
DEMOGRAPHICS/PROFILE
Average Income | $ |
DESCRIPTION
The Infinance Investment Advisors and Brokers list consists of financial professionals in the investment and financial planning industry. These professionals are independent financial planners, registered investment advisors, stockbrokers, and executives of broker/dealer firms in search of investment options they can recommend and provide to their clients.
They specialize in advising small businesses to large enterprise businesses, affluent individuals and others on investing in a variety of investment vehicles such as bonds, CD’s, hedge funds, mutual funds, insurance, annuities money markets, IRA’s, trusts, estate planning and research on individual company stocks.
These business professionals are engaged in a variety of industries allied to the financial services including;
- Banking
- Securities
- Financial planning
- Insurance
- Accounting, etc.
These financial experts are knowledgeable and offer clients short and long-term investment guidance to suit their needs and overall investment portfolio goals. They practice best financial investment protocols and strive to provide solid results that gives their clients the optimum return.
This file has been standardized, CASS-certified and is run through regularly scheduled, internal NCOA processing.
Target these business professionals and high-end consumers for all types of business and consumer related products/services such as real estate/property, vacation homes, travel/outdoor offers, sporting equipment, outdoor apparel, luxury cars, and fundraising offers. They are also great prospects for business offers such as business publications, insurance, office equipment, trade show/conferences, business travel, client appreciation/gifts, greeting cards, and much more.
SOURCE
- Directories
- Compiled lists
- Internet/On-Line
- Government records
- Multi Sourced
NET NAME PRICING
Policy: | Net Name 85% |
Minimum: | 50,000 |
Run Charge: | $ 10 /M |
Terms: | 20% Commission to Recognized Brokers |
PROFILE
|
LIST TYPE
Business
COUNTS THROUGH
04/30/2025
CARD UPDATED
05/05/2025
UPDATE CYCLE
QUARTERLY
NEXT UPDATE
08/31/2025
INCOME
$
SELECTIONS
financial services | |
Gender | 10.00/M |
Geo | 10.00/M |
Professional Specialties | 20.00/M |
Series Exam | 15.00/M |
Title | 15.00/M |
MATERIAL & PROCESSING
Delivery Fee | 75.00/F |
MINIMUM ORDER REQUIREMENTS
NAMES: | 5,000 |
DOLLARS: | $ |
NET NAME POLICY
85% + $ 10/M RUNNING CHARGE ON 50,000 MINIMUM
ID NUMBERS
DMI NUMBER | |
NEXTMARK NUMBER | 556631 |
MIN NUMBER | 556631 |
CURRENCY
US Dollar
