Fund
Distribution
Guide

❝The industry has successfully evolved internals from the original role of administrative support for externals to highly productive sales and relationship management professionals. Smart firms are focused on how to keep high value internals fully leveraged, and one way is to use...❞

 

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Guide to Fund Distribution

Discovery Data offers a consolidated view of the financial
services industry with
40,000 firms and over 2 million professionals
including advisors, branch managers and owners.

 
 

Take a closer look at advisor profiles.

Access information on an advisor such as title, team, years in the industry,
prior firm history and number of registered states. Learn More

 
Rep Profile
 

Personal Profile
 

 

Licenses, Registrations and Designations

 

Titles, Professional Website and LinkedIn Profile

 

Success Likelihood Indicators
 

 

Firm Information, Email Address and Phone Number

 

Firm Registration History
 

 

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