B2B - Stockbrokers & Financial Planning Professionals Mailing List

Reach stock brokers and licensed financial planners who have passed the Series 65 exam to become Registered Investment Advisors.

SEGMENTS COUNTS THROUGH 03/09/2026
559,513 TOTAL UNIVERSE / BASE RATE $95.00/M
 287,643 STOCKBROKERS     + $10.00/M
 271,465 FINANCIAL ADVISORS     + $10.00/M
DESCRIPTION

 

 

Volatile markets, ramped up regulations and a rapidly changing business landscape have financial planners subscribing to websites and publications to stay abreast of economic developments. To enhance their sales and financial planning skills, these financial planners rely on new books, seminars, webinars, and finance technology.

 

For these professionals to better serve their clients, having updated financial technology software, programs, and services is a priority. They are quick to embrace fintech and strategies on how to manage their business to make more efficient use of their time. This lets them focus on financial planning and client satisfaction.

 

The educated professionals in this industry earn very high salaries and are able to spend their high discretionary income on quality apparel, accessories, gifts, travel, and upscale merchandise.

 

 

 

ORDERING INSTRUCTIONS
MARKET: BUSINESS
CHANNELS: Mailing List  
SOURCE: COMPILED LISTS 
PRIVACY: UNKNOWN 
DMA?: YES - MEMBER
STATUS: PREFERRED PROVIDER
GEO: USA 
GENDER: 21% FEMALE 79% MALE  
SELECTS
ADDITIONAL SPECIALITIES:   
GENDER   $10.00/M
GEO   $8.00/M
ADDRESSING
KEY CODING  $3.00/M
EMAIL  $65.00/F
FTP  $65.00/F
RELATED LISTS
REFINITIV MASTERFILE (FORMERLY THOMSON FINANCIAL/NELSON INFORMATION)
WEALTH MANAGEMENT.COM - FINANCIAL ADVISORS
REGISTERED REPRESENTATIVES (STOCKBROKERS) AT HOME ADDRESS
LAW FIRMS WITH SENIOR PARTNERS MAILING LIST
AMERICAN LAWYERS MASTER FILE - LAWYERS
AICR ESTATE PLANNER NEWSLETTER SUBSCRIBERS
DOCTORS/WOMEN DOCTORS AT HOME ADDRESS - POSTAL & EMAIL MAILING LIST
CAPITAL ROUNDTABLE
MODERN TRADER
SECURITIES FIRMS FROM FINANCIAL ADVISOR MAGAZINE