database of 229k hybrid financial advisors in the u.s

Hybrid Financial Advisors in U.S.

Duncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com

Marketing to Registered Financial Professionals or Firms

Pioneering data collection for financial servicessince 1966, in response to industry’s high mobility

About the company

Specialties

Compiling from multiple sources

Cleansing and maintaining

Customizing output and experience


About the author

Author: Duncan Colin Campbell

Direct: 888.844.5695 x 730

[email protected]

Client composition for Direct Marketing

HR & Recruiting Investor Relations

Business Services Event Organizers

Alternative Investment Luxury Products/Services

Research Surveys

pre/post/through financial crisis


mailto:[email protected]

The Database


And for the record, this represents only a portionof all stockbrokers or financial advisors

Online. On demand.


... and more. All searchable.

Home/office address/phone, email

Licensing, business activity, title

Experience

Colleagues / location info

Past firms

Custodial firm (if own RIA)

Comprehensive, connected data points


Database & continuous Updatesoptimized for input into your CRM


Output – FINRA ChannelDuncan Colin Campbell 888.844.5695 x 730 [email protected] www.QualifiedMedia.com

Composition

42.9%

37.5%

6.3%

4.5%

3.3% 2.5% 1.6% 1.5%

229K Hybrid Financial Advisors

Wirehouse & Regionals

IBD's & Boutiques

Banks

Discounts

Institutional

Insurance

Independent RIA

Mutual Fund


Contact: Duncan Colin Campbell

888.844.5695, ext. 730

[email protected]

Now Available


mailto:[email protected]

database of 229k hybrid financial advisors in the u.s

Economy & Finance