Registered Representative

Registered Representative
Database & Portal

Built by a team of experienced industry veterans, our Registered Representative solution provides information on over 619k Registered Representatives and the Broker Dealers with which they are associated.

WHY
Use our detailed data points, including our multiple points of contact, to effectively identify, target and reach Registered Representatives for marketing and recruiting efforts. Or, add to your current database of information for a more robust and complete view of Registered Representatives and Firms.

HOW
Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.

Our Data - By The Numbers

Please contact us for a complete
listing of over 55 data points

619 k Registered Representatives - all actively registered
3.5 k Broker Dealers - all actively registered
138 k Branch Offices
449 k Unique RR Email Addresses
1.1 M Total Phone Numbers
1.4 M Total Physical Addresses
1.7 M RR Exams (60+ FINRA Exams)
760 k RR Licenses (60+ FINRA Licenses)
5.8 M RR States Registered
1.3 M Previous Employment Records
40 k Professional Designations (47 Designations)

We have relevant and unique information:
Identifiers showing RR's that are also IAR's and / or Insurance Agents
Years in Business
Number of Licenses
Individual CRD
Firm Type
Firm Classification
States Registered
Number of BD Affiliations
Firm and Branch CRD
Firm and Branch Contact Information
Multiple contact points - phone, email, addresses

Our Services

CRM integration
Customized Reporting and Report Delivery
Data hygiene
Data matching and appending
Digital marketing/email campaigns
Lead report generation
Outbound Phone Campaigns
Programmatic Packages
Creative / Marketing
Team Access for consultation and assistance
with targeted searches

We cross reference data points between all our databases, cross pollinating each enabling us to provide even more consistent and accurate information.

Our proprietary web portal is easy to use and intuitive, enabling you to target the professionals you most want, whether your search criteria returns 100 Agents, or 100k.

We have professionals in our database you most likely have not targeted before.

For a subset of the professionals, we have multiple entries for particular data points - i.e., more than one email address.

We take meticulous steps to ensure the quality of our data - we don't guess.

We consider ourselves an extension of your Team.

We provide notification of changes/updates to our data.

We continuously update our databases.

We offer a variety of upload and download capabilities.

We spend time with our clients to get them the best information available in order to help them meet their goals and objectives.