Registered Representative

Reach nearly 600,000 FINRA reps with Discovery's Registered Representative database. Qualify candidates for employment or identify key advisors for distribution, realign or create territories for your team and target direct mail and email campaigns.

The Registered Representative database is the recognized industry standard with extensive information on nearly 600,000 FINRA registered representatives (RRs). Having access to these RRs will allow you to connect with advisors and other registered reps at work or at home using sought after data.

If you need access to registered reps you will benefit from Discovery's web-based interface and weekly updates.

Connect with RRs

  • Rep name
  • Securities licensing details
  • Work and home addresses
  • Email addresses and phone numbers
  • BD profile including types (i.e. wirehouse, independent, regional)
  • Assets Under Management, in certain cases

Profile and Analyze RRs

  • Up to 180 data fields available, including individual and firm level detail
  • Search and analyze RRs using over 100 demographic filters

Benefits

  • Limit sales calls to only reps who meet your criteria
  • Find other quality reps to visit in close proximity to scheduled meetings
  • Realign or create territories for your team
  • Target direct mail and email to only your market
  • Qualify candidates for employment and targets for distribution
  • Analyze your current client base
  • Track rep movement from one firm to another
  • Know which RRs are new to the marketplace

Data Sources and Quality Assurance

Discovery obtains data from hundreds of sources and processes, manages this data daily and updates each database on a weekly basis. These sources can be broadly placed into six types of data: Regulatory, Commercial, Private Data Exchanges, Public Domain, Original Invention and Direct from Professionals/Companies. Data gathered goes through our quality control department to ensure only accurate and relevant information is being added to our databases.

USPS Certified Addresses

Through Discovery's process to continuously validate, update, correct, standardize and format addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. Conduct direct mail campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.

Subscription

A Registered Representative subscription includes unlimited access to the database, 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. Clients can sign-up for a variety of training webinars, review our monthly newsletter, and access our industry intelligence to educate and encourage best practices when targeting the financial services industry.

Industry Focus

Many of the financial services industry's largest, most successful and fastest growing organizations employ Discovery to optimize their business development and client relationships. 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.