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Discovery Data Adds Team Details to Industry Leading Advisor Profiles

EATONTOWN, NJ — February 23, 2013 — Discovery Data has added a new search filter, Team Available, to assist clients in narrowing the universe of reps down to a target list.

Over 22,000 advisors and their staff are now categorized as part of a retail financial advisory team. Clients can search teams utilizing the Team Available filter. In addition, they can view members of each team by clicking the See My Team link on a rep's profile, which will display the Team Name, the number of registered reps on the team and the names of the team members. The Team Name is a link to the team's website and the team member names link to their Discovery Data profiles. Team ID and Team Name fields are available for download.

“Although the industry is constantly changing with teams expanding and advisors and their teams changing firms, Discovery Data has implemented a system to keep teams as up-to-date as possible,” said Bob Herrmann, CEO of Discovery Data.

Discovery Data's ongoing process includes identifying any reps who have joined existing teams or formed new teams, as well as procedures for removing reps from teams when they move to a different firm or leave the industry.

For more information on Discovery Data, contact 732-933-1899 or info@discoveryco.com.

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