registered representativeS

​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 80 data points including:

619 k

Registered Representatives - all actively registered

138 k

Branch Offices

1.1 M

Total Phone Numbers

1.7 M

RR Exams (60+ FINRA Exams)

5.8 M

RR States Registered

40 k

Professional Designations (47 Designations)

3.5 k

Broker Dealers - all actively registered

449 k

Unique RR Email Addresses 

1.4 M

Total Physical Addresses

760 k

RR Licenses (60+ FINRA Licenses)

1.3 M

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