REGISTERED REPRESENTATIVES

​NATIONAL DATABASE & PORTAL
Built by a team of experienced industry veterans, our Registered Representative solution provides information on over 636k Registered Representatives and the Broker Dealers with which they are associated.
​Team-IQ™
Target 100k+ Advisor Team Members and 20k Non-Advisor Members
on 21.5k unique Teams at the top Broker Dealers

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:

636 k

Registered Representatives - all actively registered

1.3 M

Total Physical Addresses

1.2 M

Total Phone Numbers

591 k

Total email addresses
​(includes Secondary and Business Personal / excludes shared)

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

626 M

Addresses
(Business Address - count does not include other address types)​

442 k

Branch Office Numbers

437 k

Professionals with at least one Valid Email Addresses (Primary)

760 k

RR Licenses (60+ FINRA Licenses)

1.3 M

Previous Employment Records

138 k

Branch Offices
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

​Database Subscriptions
CRM Integration & Custom File Delivery
Customized Reporting and Report Delivery
Data Matching Cleansing & Updating
Digital Advertising
Email Distribution Services
Firm & Advisor Movement Reports
Outbound Calling & Script Writing
Team Access
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.