Description Summary

Reach the most experienced and successful financial planners and advisors with our ERISA Financial Planners & Advisors Database. Each investment professional in our database holds various certifications and licenses. These highly qualified financial planners are members of key financial planner associations such as: Chartered Financial Associates (CFA), National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA ), National Association of Independent Financial Advisors (NAIPFA), and International Association of Registered Financial Advisors (IARFC). Also included in our database is registered financial advisors in ERISA pension fund filings and registered stock brokers approved by the SEC.

Popular Selects:

  • Name
  • Title
  • Gender
  • Amount of Money Invested
  • Company Name
  • Phone Number
  • Individuals
  • Corporations

How Our Data Is Compiled:

Our data comes directly from the U.S. Department of Labor as well as from various financial planning and financial advisor industry associations.

Consider The Facts:

  • The median salary for financial planners is $70,000
  • The 90th percentile salary in financial planning is in excess of $200,000
  • The financial planning sector is growing 1.5% each year

Recommended Usage:

Our ERISA Financial Planners & Advisors Database is great for a variety of offers including: luxury travel, business products, cigars, country club memberships, wines, and more.

  • Total Universe
  • Base Rate
  • List ID
  • Market Type
    B2C; U.S. Consumers
  • List Channels
    Postal & Telemarketing
  • Source
    U.S. Department of Labor
  • Output Options
    Electronic, Printed
  • Update Cycle
  • Minimum Order
    Quantity: 5,000
    Price: $1,500.00
  • Net Name
    Floor 85%
    Minimum Quantity: 50,000
    Run Charges: $7.00/M
  • Exchanges
    Please Inquire
  • Reuse
    Please Inquire
  • Cancellation Charges
    Please Inquire
  • Commission
    A standard 20% broker/agency commission is extended to all trade partners
  • Sample Mail Piece Required