| Investment Representatives by Infodepots | |||||
| SEGMENTS | |||||
| Segment Name | Segment Count | Rate | |||
| Total Universe / Universe Rate | 327,172 | $150.00/M | |||
| Postal Records | 327,172 | $150.00/M | |||
| Phone Numbers | 327,172 | $150.00/M | |||
| Email Addresses | 327,172 | $210.00/M | |||
| MEDIA TYPE | DESCRIPTION | ||||
| Business | |||||
| Email, Postal, Phone | Infodepots proudly introduces a targeted and verified database of Investment Representatives—professionals who serve as trusted advisors to individuals and organizations seeking strategic investment planning and portfolio growth. These representatives are key decision-makers within financial institutions, brokerage firms, wealth management companies, and independent advisory practices. They guide clients on stocks, bonds, mutual funds, annuities, and retirement plans, making them a critical audience for financial services and fintech providers. The Investment Representatives list by Infodepots is meticulously compiled to support marketing campaigns across multiple channels, including email, direct mail, and telemarketing. Every contact profile is enriched with firmographic and demographic insights such as full name, email address, phone number, mailing address, company name, asset focus, and geographic location. This depth allows you to segment and tailor your message to maximize engagement and conversion. Backed by ongoing data validation and compliance with industry standards, our database enables financial technology vendors, continuing education providers, product marketers, and B2B consultants to access high-value leads with confidence. Whether your focus is on client acquisition, software promotion, or financial seminars, this resource ensures your campaigns reach the right professionals at the right time. Please note: We offer direct marketers the ability to license complete multi-channel records (with all selections included) for a 12-month unlimited-use arrangement. Data can be used for postal, email, and outbound telemarketing campaigns. Contact Infodepots for details and pricing on this exclusive opportunity. |
||||
| SOURCE | |||||
| Compiled lists, Multi Sourced | |||||
| GEOGRAPHY | |||||
| USA | |||||
| OPT-IN | |||||
| SELECTS | |||||
| Description | Rate Units (N/C) | ||||
| Gender/Sex | |||||
| Phone Numbers | |||||
| State/SCF/Zip Code | |||||
| LinkedIn Presence | |||||
| Instagram Presence | |||||
| Facebook Presence | |||||
| Twitter Presence | |||||
| Job Title | |||||
| Job Function | |||||
| Number of Employees | |||||
| Sales Volume | |||||
| AVERAGE INCOME | |||||
| Value | not available | ||||
| GENDER | |||||
| Male | 0.00% | ||||
| Female | 0.00% | ||||
| MINIMUM ORDER | |||||
| Minimum Quantity | 5,000 | ||||
| Minimum Price | $0.00 | ||||
| REUSE | |||||
| Reuse is not allowed | |||||
| CANCELLATION | |||||
| Charges | $125.00/F | ||||
| KEY CODING | |||||
| Key Coding is not available | |||||
| ADDRESSING | |||||
| Name | Rate | ||||
| Email/FTP | $50.00/F | ||||
| MANAGER CONTACT INFORMATION | |||||
| Craig Parker | |||||
| Listing Manager | |||||
| Info Depots LLC | |||||
| 228 Par Ave S 60111 | |||||
| New York NY 10003 | |||||
| Phone: 914-565-5300 | |||||
| craig@infodepots.com | |||||
| ID NUMBERS | |||||
| Info Depots LLC | |||||
| Manager ID | |||||
| NextMark ID | 674390 | ||||
| mIn ID | |||||
| SRDS ID | |||||
| MAINTENANCE | |||||
| Market Entry | 07/23/2025 | ||||
| New to Manager | 07/23/2025 | ||||
| Counts Through | 07/23/2025 | ||||
| DATA CARD MAINTENANCE | |||||
| New To System | 07/23/2025 | ||||
| Last Update | 07/24/2025 | ||||
| Next Update | |||||
| Update Frequency | DAILY | ||||
| NET NAME ARRANGEMENTS | |||||
| Net Name is allowed | |||||
| Floor | 85% | ||||
| Minimum Quantity | 50,000 | ||||
| Run Charges | $10.00/M | ||||
| EXCHANGES | |||||
| Exchange is not allowed | |||||
| COMMISSIONS | |||||
| Broker | 20% | ||||
| Agency | 15% | ||||