BROKER-DEALER

Information on all 4,200 FINRA BDs and nearly 600,000 professionals.

Utilizing detailed firm and rep data you can identify and reach target broker-dealers (BDs), advisors and executives to establish selling agreements, recruit ideal candidates and expand relationships. 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.

Broker-Dealer Filters

Rep movement slows further in 2014.

For the period January 1, 2014 to September 30, 2014 Discovery Data tracked 28,000 unaffiliated rep moves from one firm to another, representing a 23% decline in the number of moves compared to the 5 year period prior to 2014. Each quarter we update our long-term rep movement study and make this study available in Discovery Data. Within an in-depth analysis of rep movement activity is reported, primarily focused on firms that do retail business.

Q1 - Q3 2014 Rep Movement

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. 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.

Connect

Access key firm and professional details such as BD types and footprints (e.g. wirehouse, independent, regional), products and services offered, headquarters and branch office addresses and phone numbers, AUM in certain cases, affiliations, clearing firms and teams, number of representatives per firm and per branch, extensive rep profiles including securities licenses, success likelihood and firm registration history, rep types including advisors, executives and 25 other key staff categories, and business emails and firm and professional websites.

Search Results

Profile & Analyze

Utilize up to 200 data fields including individual, firm and branch level detail, as well as search and analyze BDs using demographic filters.

Benefits

Identify your target BDs, limit sales calls to only those reps who meet your criteria, send direct mail and email to only your market, realign or create territories for your team, perform share of wallet, client and competitive analyses, and track rep movement from one BD to another.

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‚Äôs 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.

Subscription

A Broker-Dealer 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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