Our Broker-Dealer (BD) dataset provides information on all 4,200 FINRA BDs and nearly 600,000 professionals. Utilizing detailed firm and rep data you can identify and reach target BDs, advisors and executives to establish selling agreements, recruit ideal candidates and expand relationships.
BD Types and Footprints
We have classified every BD and rep to provide an expanded view of the business channels in which they operate, positions they hold and their geographic footprint to dramatically improve prospect targeting and client segmentation.
Weekly Updates and Powerful Tools
An annual subscription to the data includes access to our state-of-the-art online system, weekly updates and powerful tools allowing you to quickly set your target market and grow your business. Live Tour
Our team has a deep understanding of the industry, highlighted by real life experience at client companies by our senior executives, to help guide your firm to success. Learn More
Know exactly which reps moved and when.
For the period from January 1, 2009 to December 31, 2013 Discovery Data tracked over 332,000 rep moves from one firm to another. Excluding affiliated firm moves, the number was 246,100 moves.
Each quarter we update our long-term rep movement study and make this study available in our online system. Within is an in-depth analysis of rep movement activity is reported, primarily focused on firms that do retail business. Learn More
Mailing and Email Address Validation
Through our data process to continuously validate, update, correct, standardize and format mailing addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. All email addresses have the same process through one of the industry’s most reputable email hygiene vendors, meet a long list of requirements before they are made available to clients and continue to do so to remain accessible in the database. Conduct direct mail and email campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.
A Financial Services Industry subscription includes unlimited access to the data, along with a dedicated consultant and account manager to assist your firm both strategically and hands on to help you utilize the database to its fullest potential. Sign-up for a variety of training webinars, review monthly tips and updates, and access market insight to educate and encourage best practices when targeting the financial services industry.
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