Careers 2018-02-27T14:22:44+00:00

DATA CARDS

DATA CARDS

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Financial Advisors Network (FANBASE)

Choose Reach Marketing's highly accurate financial advisors network database (FANBASE) for the most complete coverage of financial planners, investment advisers, RIA’s, registered reps, securities brokers, and trust officers.
SEGMENTSPRICE
551,061   TOTAL UNIVERSE / BASE RATE $135.00/M
551,061   Postal $135.00/M
429,754   Phones + $60.00/M
87,646   Email $300.00/M
  Transmission + $95.00/M
429,754   Multi-Channel - Mailing/Telemarketing $265.00/M
87,646   Multi-Channel - Mailing/E-Mail $350.00/M
87,646   Multi-Channel - E-Mail/Telemarketing $400.00/M
87,646   Multi-Channel - Mailing/E-Mail/Telemarketing $500.00/M
  Display Ad/Digital Advertising + $25.00/M


DESCRIPTION

Reach Marketing has been providing accurate and detailed information on the intermediaries serving the financial industry, exceeding customer expectations by delivering the highest quality data. These are experienced and highly successful investment professionals from independent counselors to Wall Street wire houses, bank brokers and dealers.

 

The portfolios under management for executives on the list typically average over $25,000,000. Clients seek out these agents for their professional advice on investments, estate planning, and other financial matters. They assist their clients with portfolio and wealth management investment strategies, financial planning, selection of mutual funds, insurance and annuities, partnerships and other sophisticated investment products.

 

More than half of these investment advisors have been in the financial services industry for more than 10 years. Virtually all have series 6 or 7 licenses. They include members of leading associations, such as FPA, IMCA, AICPA-PFP, and NAPFA.

 

 

 
ADDITIONAL NOTES

Telemarketing is Available
ID NUMBER
NextMark 323378
Manager
UNIVERSE
551,061
LIST TYPE

 Business		 Email List Mailing List Telemarketing List
SOURCE
Multi-buyers, Masterfile enhanced, Multi-Sourced
LIST MAINTENANCE
Counts through 09/30/2016
Last update 10/04/2016
Next update 12/31/2016
SELECTS
Assets Under Mgmt
Business/Industry 20.00/M
Buying Authority 50.00/M
Company Name Match/Omit 50.00/M
Ethnicity 20.00/M
Firm Type
Gender
Geo Select 10.00/M
Job Function/Title 20.00/M
License Description
Licenses Held 20.00/M
Number of Employees 20.00/M
Number of States Licensed 20.00/M
Phone Number 60.00/M
Securities Series Licenses Held 20.00/M
Suppression 150.00/F
Transmission (commissionable) 95.00/M
Years Experience 20.00/M
GEOGRAPHY
USA
UNIT OF SALE INFORMATION
Unit of sale information is not available
MINIMUM ORDER
Quantity: 5,000
Dollar: $
NET NAME ARRANGEMENTS
Net Name is allowed.
Floor: 0%
Min Qty: 0
Run Charges: $ 5 /M
EXCHANGES
Exchange is not allowed
KEY CODING
Please Inquire about Key Coding
ADDRESSING
A/B Split NO CHARGE
A/B Split - Each Additional Split 100.00/F
CD ROM 60.00/F
Customer Profile Deployment 20.00/M
Data Enhancement 30.00/M
Email Append 400.00/M
Email Delivery 60.00/F
Enhanced Deliverability Report 100.00/F
Forward to a Friend 100.00/F
FTP 60.00/F
Good Customer Profile 500.00/F
HTML Creation 650.00/F
Image Hosting 100.00/F
Match and Deploy 500.00/F
Mobile Device View 100.00/F
Personalization NO CHARGE
Pin Coding 350.00/F
Suppression (min) 150.00/F
Transmission 95.00/M
Web Form Creation 350.00/F
OTHER RECOMMENDED LISTS    
PROFILE    
Licenses Held   (20.00/M)
Registered Representative Formerly In CRD (S) 495,404
Investment Advisor Representative In IARD Formerly (R) 323,778
Dually Licensed CRD+IARD 260,395
Registered Rep CRD Only 236,383
Life License 222,940
Health License 202,423
Annuity Plus 145,869
Fee Only IARD Only 55,429
Property Casualty License 33,000

Number of Employees   (20.00/M)
1-25 179,738
26-99 128,417
100-499 32,627
500-999 9,246
1000+ 19,991

Firm Type   
Wirehouse 146,024
Independent Advisor 119,878
Non-Producer Firms 89,623
Captive Insurance 74,841
Investment Bank 36,556
Small,Misc or Other 30,033
IARD 15,907

Assets Under Mgmt   
Under $10MM 173,305
$10MM - $50MM 205,018
$50MM - $100MM 65,775
$100MM - $500MM 41,833
$500MM+ 4,629

License Description   
24 - Supervise and manage branch activities 78,397
6 - Sell mutual funds and variable annuities 191,203
63 - Sell mutual funds and variable annuities across state lines 406,929
65 - Act as an investment advisor 347,484
66 - Equivalent of Series 63 plus Series 65 130,829
7 - All types of securities products 370,297

Gender   
MALE 364,281
FEMALE 120,147
UNKNOWN 66,631
CONTACTS    
NAME ROLE EMAIL PHONE FAX
Gerard Petrocelli Account Manager Gerard.petrocelli@reachmarketing.com (845) 201-5319 (845) 920-1516
= Primary contact