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InFinance Investment Advisors and Brokers

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

financial services   
Banking
Securities
Financial planning
Insurance
Accounting

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

CONTACT

Sales * Mike Mayhew mike.mayhew@data-axle.com (402) 836-5636

*=primary contact

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