Financial Brokerage Database Counts
401k Rollover Lead List- Retirement account balances now command an astonishing 43% of the country’s invested assets. Our award winning compilation of pre-retirement consumer data provides phone numbers, mailing addresses, Age and Income. This profile can be enhanced with Estimated Investable Assets and Occupation. This group has been identified with interest in one of the following: Planning Retirement and or Termination within the next 0-4 years Interest in retirement planning in the next 0-12 months. Currently participating in a company sponsored retirement account.
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Estimated Investable Assets available
Accredited Investors - As super affluent individuals, they have both the need and the money to pay for your products and services. They qualify as prime prospects for you! These affluent prospects represent a group who will be interested in high performing investments and also qualify as having any of the following: Annual Income of over $200,000 Net Worth of over $1,000,000
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Estimated Investable Assets available Own homes, condos, land, vacation properties, yachts, horses, airplanes, and luxury cars Hold over ten times the deposits of the average household Actively invest in stocks, bonds, mutual funds, real estate and or certificates of deposit
Affluent Seniors- Age 60 and up, those in this special group have household incomes ranging from a minimum of $95,000 to $150,000 or more. These are America's truly affluent senior citizens! In addition to high household income, they are all homeowners. These seniors have the money to pay for financial services and products. In addition to our regular updates, this file is run through a database of 35 million deceased individuals to keep it totally current. They are perfect prospects for long term care--old enough that they may need it & to have dealt with their parents' needs. Many have lump sum retirements and mandatory IRA withdrawals on the horizon. They may well wish to channel some savings into appropriately conservative investments.
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Estimated Investable Assets available
Annuity Buyers
and Owners Database - Annuity commissions accounted for 44% of the payout at the country’s top brokerages in 2008. This group has been identified with interest in one of the following: Interest in purchasing an annuity or have purchased an annuity in the past. Interest in ways to reduce taxes associated with their investment account Interest in receiving a booklet on the “Benefits of Tax Deferral”.
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Estimated Investable Assets available Also Available: Annuities held @ 7 years +, Fixed, Variable, Orphan, TSA, & Indexed
Bond Investors Buyers Owners - Have expressed interest in investing in, have invested in, or currently invest in Corp., Govt.., or AAA through B– bonds. Also Available: Mortgage-Backed, Short-Term, High Yield, ‘Junk’ bonds, Short Government., Intermediate Term Government., Long-Term, Emerging Markets, International, Long Government. - see also: MUNICIPAL BONDS CD Investors Owners Database - An excellent source for fixed income investment products such as annuities and mutual funds. These investors seek higher yields in an ever-declining interest rate market. Selects on this group can include: College Funding Prospects 529's - These prospects represent parents who are interested in financial planning assistance for the funding of their child’s Education. To be used for 529’s. Commodities Investors - This database is comprised of individuals having investment accounts from defunct brokerage firms.
Defunct Brokerage Account Holders - This database is comprised of individuals having investment accounts from defunct brokerage firms.
Divorced Prospects - This segment can be targeted by gender, age, net worth and presence of children. Top advisors have found this segment to be of the most productive target markets. These investors are three times as likely to use the services of a financial advisor as their married counterparts. Research also shows that this segment is also two times as likely to provide referrals to their advisors. See also WIDOWS
Earned Income Tax Credit Prospects - This database will put you in touch for working, low-income individuals. Since 1975 these tax credit individuals have had the burden of Social Security taxes offset to provide an incentive to work. Equity Investors Buyer Database - This database is designed to put you in touch with stock investors whom have responded with interest in one of these areas: Information regarding financial investment advice or financial planning. Interest in Equity Research or Investment newsletters. Information regarding Full Service Brokerage Services. Have purchased equities in the past.
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Estimated Investable Assets available Also Available: Initial Public Offering (IPO’s) LOAD or NO-LOAD: Real Estate, Convertibles, Natural Resources, Domestic Hybrid, Financial, Small Mid Large Cap Value, Small & Large Cap Blend
Estate Planning Prospects - This database is designed to put you in touch with stock investors whom have responded with interest in the handling and management of their entire estate. They also: Are considering Estate Planning Services in the next 0-12 months Have considered or purchased Tax Free Municipal Bonds in the past. All prospects earn annual incomes of $150,000 and have estimated assets of at least $250,000. Also Available: Inheritance Lists
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Estimated Investable Assets available
Financial Planning Respondents - This database is includes the name, address, phone, age and income of individuals whom have identified themselves with interest in the following: Considering Financial Planning Services in the next 0-12 months. Have invested assets of at least $100,000 !
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Estimated Investable Assets available for output
High Net Individuals - These prospects represent a neglected but potent group who will be interested in high performing investments and have: Investable assets between $250,000 and $ 1,000,000 Additional investment products and growth opportunities for their personal assets
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Estimated Investable Assets available Own homes, condos, land, vacation properties, yachts, etc. Interest in strategies for increased tax savings and in Estate Planning
Income Counts Database - All profiles are guaranteed accurate no less than 96%. Information is compiled from direct responses to product registrations and magazine subscription renewal forms, as well as certificate registrations from the leading clearinghouses in the nation. Investors By Type - These brokerage customers represent responsive investors with liquid assets, stocks, bonds, mutual funds, real estate and or certificates of deposit, and may also be interested in investing in: Foreign Currency Investments, International Investments, On-Line Investments, Options Futures Investments - Also Available: Bankruptcy Investor E-Mail Database - E-mail marketing produced over $2 trillion in investment sales last year and that number is expected to double by 2004. It is also expected to be the fastest growing segment of financial services marketing. Use of e-mail to enhance marketing efforts is a concept that is being utilized by today’s most successful brokers. The largest and most accurate combined e-mail and postal address database in the country. Lists can be compiled from SCF, County, or Area Code. Use Opt-in e-mail lists to: Send fixed income investment offers Update investors on equity research availability Bonus Rate Annuity offers Announce new mutual fund and other product offerings Enhance prospect communication Create cost effective marketing campaigns
This database can also be used for custom compilation targeting specific domain addresses to produce company specific prospect lists as well. This list is compiled from product registrations, web site registrations and a number of proprietary sources thought to be reliable. Postal deliverability guaranteed at no less than 96% accurate. All else 80% accuracy guaranteed. Data Solutions Group Inc Inc. 's investor e-mail databases are available with, Name, Income, Phone, Fax, & Investable Assets or Net Worth. IRA Owner Database - This database is considered the country’s cleanest and most accurate direct marketing source of IRA owners. Data is cleaned for accuracy and is appended with the prospects age, income range and phone number at no additional charge. Also Available: Stretch Inherited IRA Managed MONEY Prospects - An excellent source for Managed Money account prospecting. This database is comprised of the name, address, phone, age and income of individuals whom have identified themselves with interest in one of the following: Money services in the next 0-12 months. Includes only those prospects that have investable assets of at least $100,000. Requested a prospectus or other company literature from a mutual fund company in the last 90 days.
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Estimated Investable Assets available
Municipal Bond Buyer Database - This list goes through a rigorous cleaning process to include only those individuals truly suited for the purchase of tax free investments as described in NASD Guidelines. These individuals have identified themselves with one the following responses: Requested a “Guide to Tax Free Municipal Bond Investing”. Have considered or purchased Tax Free Municipal Bonds in the past. All prospects earn annual incomes of $150,000 and have estimated assets of at least $250,000.
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Estimated Investable Assets available
Millionaires At Home - Upscale consumers purchase the best in life - private education, luxury apparel, frequent travel and more. Use our Millionaires Database to target wealthy Americans with equity, and households with significant liquid assets available. This database is the ultimate resource for targeting potential clients of investment offers, home improvement offers, landscaping, security firms, or any business catering to the affluent.
Money Market Investors - These individuals have high interest checking accounts and pose little or no risk for financial advisors or brokers. Municipal Bond Buyers Owners Database - This list goes through a rigorous cleaning process to include only those individuals truly suited for the purchase of tax free investments as described in NASD Guidelines. These individuals have identified themselves with one the following responses: Requested a “Guide to Tax Free Municipal Bond Investing” Have considered or purchased Tax Free Municipal Bonds in the past All prospects earn a minimum $150,000 per year and have estimated invested assets of at least $250,000
Mutual Fund Buyer Database - This database includes of the name, address, phone, age and income of individuals who have identified themselves with interest in one of the following: Currently own mutual fund shares. Interest in receiving a copy of “Mutual Fund Investing Guide”. Can be separated by Load and No Load buyers. Requested a prospectus or other company literature from a mutual fund company in the last 90 days. Also Available: UIT’s (Unit Investment Trust)
Old Wealth Database - These materially wealthy individuals come primarily of family success. The list is comprised of small-business people and senior managers of large national enterprises. They have built up significant equity in stock shares, bonds and pension rights. This is a culture of ease. They are spenders that search for premium products and privileged services. They almost exclusively work with full service firms. This list is available on a limited basis call for availability. Opportunity Seekers Database - Compiled from direct responses these individuals have expressed interest in one of the following: Home based business opportunities Self employment situations with proven franchises Receiving literature on money making opportunities
This list is available on a limited basis. Call for availability. Retiree Pre-Retirement Retirement Planning Prospects - It is estimated that greater than 65% of the nations wealth is held by the retirement community. A favorite amongst the nations top producers! Retirees make perfect prospects for: Suburban Upper Deck database - This group represents the most elite suburban neighborhoods. This group is predominantly middle aged, married couples with children all living in single family homes. This group has a minimum household income of $150,000. This group is eleven times as likely to use the services of a full service brokerage firm. Call for availability. Stock Investors Database - Expressed interest in investing in, have previously invested in, or are currently investing in the stock market. Also Available: Common Preferred Pink Sheets OTC Warrants Convertible Instruments Blue Chip Penny Small & Mid Caps sorted by type. Turbo Boomers Database - This group is concentrated in the rapid growth industries. They are heavy hitters, highly educated and employed in executive and professional positions. The presence of children is prevalent. This group has a minimum household income of $150,000 and is four times as likely to use full service brokerage services as their counterparts. Call for availability. Widow Investors Database - Target Marketing is the key to any successful sales campaign. Widows are among the most responsive segments to financial investment advice. In fact this segment works almost exclusively with financial advisors. Statistics show that 81% of those advisor relationships begin post event. This list is the only of its kind. Insurance Lead Lists 403(b) Participants - Rollover type prospect specific to certain Educators & Schoolteachers. Auto Insurance Database - RCM Data currently maintains a database of over 12 million consumer auto insurance buyers. Data can be sorted by calendar quarter or upcoming approximate 3-6 month span of current auto insurance coverage. Also available: Estimated Risk category (Low Medium High), Spousal and or secondary driver information, Age of driver, Liens on Vehicles list. Disability Insurance Buyers Database - This data base is comprised of the name, address, phone, age and income of individuals whom have identified themselves with interest in disability or income continuation insurance. Final Expense Coverage Database - These people have indicated interest in taking out insurance coverage in the event of death. Health Medical Insurance Buyers Respondents - These people have indicated interest in receiving quotes on purchasing a health coverage insurance policy for themselves or others. Also available: MSA, HSA & Pre-Existing Condition Homeowner Insurance - RCM data currently maintains a database of over 33 million consumer Homeowner Insurance buyers. Data can be sorted by calendar quarter or upcoming approximate 3-6 month span of current insurance coverage. Through proprietary sources RCM can also provide the Home Value or Mortgage Amount of each prospect. Life Insurance Interest Database - This database is considered the country’s premier source for life insurance direct marketing. Individuals in this group have been identified with at least one of the following: - Sort by PERMANENT or TERM INSURANCE!
- Planning the purchase of life insurance in the next 0-12 months.
- Interested in Life Insurance protection.
- Estimated coverage amounts also available!
- Also available: Est. current coverage amount (face value), PERM TERM VAR VIATICAL indicator lists, Current policy holders, Year of Policy Purchase, & # of years held.
Long Term Care Insurance Prospects - This data base is comprised of the name, address, phone, age and income of individuals whom have identified themselves with interest in one of the following: - Ways of funding extended stays in a nursing facility due to age
- Ways to protect family wealth from probate.
- Have requested a “Guide to Long Term Care Insurance”.
Medicare Supplemental Insurance Respondents - These individuals are currently covered by Medicare and would like to receive more information about Supplementing Medicare Coverage. Mortgage Protection Insurance Respondents - These individuals are interested in paying off mortgage in the event of death of the primary earner, with mortgage balances of $100,000 and up. New Homeowner Database - With above average incomes and specific purchasing needs, new home owners are the most receptive segment to telephone and direct mail promotions. In fact, new homeowners will spend more on services within 6 months of moving then established residents will spend in 2 years. Information also available on larger orders: Mortgage Company Amount, LTV, Closing Date, Sale Price Seller Name New Parent Database - The birth of a new child is an event that triggers the purchase of life insurance more than any other life stage. New parent statistics indicate that within the next 0-9 months : - 89% will purchase life insurance policies.
- 76% will buy from new agent relationships.
- 67% will start a child savings programs.
Nursing Home Assisted Living Database - Database of people living in assisted living or nursing home communities. Available as a Business Listing directory by city county state. Prepaid Burial Database - Database of elderly people available for burial expense insurance. Reverse Mortgage Database - This database can be sorted by: - Ages 62+
- Equity positions of a $ or % amount
- Interest rate %
- Home values
- Mortgage amounts Monthly Payment amounts
Business & Occupation Leads Business Owners - Self employed business owners make up 67% of the nations wealthiest individuals making them a natural market for both individual and group financial products. RCM’s unique approach to compiling business data makes this list an excellent choice - when accuracy is an issue. With over 185 fields of information on 14 million businesses, this database includes key contact name and title. Also available: Business owners with current (group) Health Insurance policies - upcoming expiration quarters are possible. - Key Contact Name
- Title Position - Management Levels available
- Company Name
- Sales Volume Range Exact Number
- Employee Size Range Exact number
- Minority Owned Ethnicity
- Import Export
- Industry SIC Code
- Cottage Industry
- Female Owned Gender
- Year Business Started
- Fax Numbers where available
- Sales Volume
- 100% telephone numbers
- Gender
- Business Owner home or daytime mailing addresses available
- Multi-line Businesses
Corporate HQ Branch Location - Website URL & or Do Not Have Website
- Protecting Assets Wealth - Leveraged against Creditors
- EMAIL ADDRESSES NOW AVAILABLE!
see Also: National Business Hot List NOTE: We have over 20 million Business Owners @ work addresses w : E-mail 100% - Phones 50% - Fax 30%) Small Business Owners Self Employed Indicator Sole Proprietors - These business owners would be approved for SBA Loans. Up to 98% accuracy guaranteed. Small Business Executives with 100% E-Mail Addresses (rental only) - (by SIC code) - E-Mail Addresses are Opt-in, include postal addresses and phone numbers where available. Sales Volumes and Employee Size Range. Also Available: Section 125 Pre-Tax Business Database
Qualified Plan Retirement Plan Database - The most comprehensive and complete Qualified Plan database available. With over 25 years in the making this database can be accessed by over 215 date elements available on each of the 2.8 million plans covered. Region, zip code, SCF or state. Base Record Includes: - Key Contact Name
- Industry SIC Code
- Employee Size
- Company Name
- Plan Name
- Plan Number
- Plan Type
- Participation Rate
- Total Assets in Plan
- 100% Phone numbers & Addresses
Also where available: Fax Number, E-Mail address, Type of Investments, Current Custodian 401(k) 401(a) 402(f) 408(k) 412(i) 415(m) 419 419A(F)(6) PLANS CRT’s - Fully Compliant Plans Trusts Credit Sheltered Charitable Remainder Trusts: CRT, CRUT, CRAT, NIM FLIPCRUT, ILIT, UGMA, UTMA, SARSEPs Benefit Administrators – see also Human Resources Managers CEO's At Work - This is a list of Corporate Executive Officers at their daytime work addresses and phone numbers. - Age
- Income
- Phone Number
- Occupation
- Gender
Civil Service Workers - Data Solutions Group Inc Inc. offers lists of professionals who work for municipalities, unions, states, & or General Civil Service Government. Criteria available: Gender = 75% Male - 25% Female. Home addresses Phone numbers. Minority Code Exact Ethnicity. Age Income. Presence Of Children. Credit Card Holders. Mortgage Holders. Mail Order Buyers. Available Types: - Firefighters
- Postal Employees Letter Carriers Postmasters
- Social Workers
- Municipal Workers
- Air Traffic Controllers
Corporate Directories - Data Solutions Group Inc Inc. now offers AS IS directory listings of corporations, useful for individual contacts across entire companies & or branch locations. - Business Company Name
- Business Type Description
- Title Position - Management Levels available
- Employee Size Range
- Format (usually Excel)
CPA's Accountants Income Tax Preparers - This is a list of Certified Public Accountants & Accounts Payable Receivable professionals at their daytime contact info. Also available: individuals using tax prep CPA services Doctors Dentists at Home - Compiled from state and federal registration files this list is the most accurate list available for licensed Dr.’s Dentists at their home addresses. Phones where available. Educators Teachers at Home - Compiled from state and federal registration files this list is the cleanest list available of Teachers and Educators in the country. Home address. Phone numbers. See also: 403(b) Human Resource Managers Compliance Officers (See also: Series 11, 24, & 27) - This is a list of HR professionals at their daytime contact info. Can target Payroll & Administration titles as well. Lawyers & Attorneys at Work - This is a list of Lawyers, Attorneys & legal professionals at their daytime contact info. National Business Hot List - Data Solutions Group Inc Inc. offers lists of the top businesses currently operating in the nation. By SIC code. Also available: S-Corps, C-Corps, & Schedule C. Nurses Database - This file contains over 7 1 2 million records of Licensed Nurses and Health Care Professionals nationally. This is the most complete healthcare database available. - Registered
- Exact Job Title Position Description
- Area of Specialty
- Gender
- Phone numbers where available
- Income
- Age Ranges
Physicians Medical Professionals at Work - This list is the cleanest and most accurate list available for licensed Medical Professionals at their Daytime addresses. Phone numbers where available. Workforce (White or Blue Collar Unions Workers' Compensation) Mortgage and Real Estate Prospects
125% Loan To Value Mortgage Database – Refinance qualifiers at more than their mortgage. Adjustable Rate Mortgage Holders Database (ARM's) – This database is considered the most up to date and accurate in the industry. Through a number of proprietary source we identify people who currently have an Adjustable rate mortgage. "A" Paper Mortgage Database – Preferred credit mortgage holders Apartment Complex Condo Townhouse Database - Real Estate Investors or Owners of Units or Complexes of Apartments, Condominiums & or Townhouses. Also Available: Managers & Owners Conforming Debt File Leads - The conforming debt file targets homeowners who have responded with interest in debt consolidation. With data enhancement we guarantee the following: - High rate debt of at least $15,000 or 8% of home loan.
- Home equity value of better than 20% .
Conventional, FHA & VA Refinance Leads - With data enhancement we have determined the mortgage types to be Conventional, FHA, or VA fixed rate mortgages. These prospects have the following: - Adjustable rate mortgage that is at least one year old
- Equity positions in their home of at least 15%.
Home Real Estate Owners Potential Buyers and Sellers Databases – This database is compiled every five days. Order by SCF or County. Accuracy guaranteed 96% accurate. This database is considered the most up to date and accurate in the industry. Also Available: Estimated Down Payment Balances & Foreclosure lists. We have identified this group as people who are currently: - Having insufficient assets to afford or having sufficient assets to close.
- Possibly seeking to sell their home
- Independent home sellers not currently listed with any agency
- Have applied for a mortgage Pre-approval in the last 150 days
Jumbo Mortgage Database – This group of homeowners have mortgages over $375,000 + or current market value definition. New Homeowner Database - With above average incomes and specific purchasing needs, new home owners are the most receptive segment to telephone and direct mail promotions. In fact, new homeowners will spend more on services within 6 months of moving then established residents will spend in 2 years. Information also available on larger orders: Mortgage Company Amount, LTV, Closing Date, Sale Price Seller Name Non-Conforming Equity Leads - This group of homeowners have indicated interest in home equity debt consolidation within the next 12 months. These prospects have the following: - Length of residence is of 3 years plus.
- High rate debt of $10,000 and greater
Open Trade-Line Debt Consolidation Database - This target group focuses on homeowners who currently have an open mortgage as well as finance company trade-lines. These homeowners are great candidates for debt consolidation because of their strong inclination to increase their revolving debt load on a monthly basis. They need to speak to your loan officers regarding debt consolidation. - Averaging $15,000 in revolving debt or 8% of home value.
- Estimated Down Payment Balances available!
Private Real Estate Promissory note Lease Holders - This database is made up of individual Real Estate investors who hold a note or notes on Residential or Commercial Properties. These investors receive payments directly from the individual who has purchased the property. Minimum 3000 names. Also Available as Business lists: Lending Institutions, Mortgage Companies, Banks, Foreclosures, ETC. REIT Investors Real Estate Inquirers (1031 Rollover Prospects - Commercial Rental Investment Property Owners) - These databases are designed to identify purchasers of (mostly commercial) Real Estate for investor purposes. With phone numbers only where available per FTC FTC FTC DNC lists, these prospects have: - Purchased investment property in the past.
- Expressed interest in receiving information on investment opportunities in their area.
- Investable assets of $250,000 or greater.
- Sources are 70% compiled 30% response driven
- Gender = 90% male 10% female
- Private Placements on Accredited REIT’s
Renters Database - This database is considered the most up to date and accurate in the industry. Through a number of proprietary source we identify people who are currently: Seeking to purchase a home. Renting a home or apartment. Have applied for a mortgage Pre-approval in the last 150 days
Reverse Mortgage Database - This database can be sorted by: - Ages 62+
- Equity positions of a $ or % amount
- Interest rate %
- Home values
- Mortgage amounts Monthly Payment amounts
Sub-Prime Refinance Leads - Mortgage refinance commissions continue to reach record highs. This group of homeowners are indicated with interest in home equity debt consolidation in the next 12 months. With data enhancement we have determined the following: - Home equity of better than 20% .
- Minimum high rate debt balance of $15,000 or 8% of home value.
Mortgage Originators Recruiting Database
Recruiting Database - Growing you mortgage lending business through the hiring and recruiting of seasoned mortgage originators and loan officers makes great sense. RCM’s unique approach to compiling data makes this list an excellent choice - when accuracy is an issue. With over 185 fields of information on 88 thousand mortgage originators and loan officers. - Name
- Address
- Sales Volume
- Minority Owned
- Female
- Years in business Started
- Fax Numbers
- 100% telephone numbers
- EMAIL ADDRESSES NOW AVAILABLE!
Agent and Registered Rep Recruitment ListsBank Investment Advisors Loan officers - Home or Daytime addresses Phone numbers (where available!) Financial Advisors - Home or Daytime addresses Phone numbers (where available !) - see also: Registered Representative's, Series Licensed Stock Brokers, & Securities Advisors (below) Life & Health Insurance Agents (Series 6 7, 31, 63 and 65) - This list is updated daily. Home or Daytime addresses Phone numbers (where available !) Recruit Licensed Life and Health Agents fast and without large fee’s. The most accurate and effective recruitment tool available. RCM Data has been the leader in recruitment lists since 1999. The reason is simple, we offer the most complete and accurate target marketing database available anywhere. Also Available: TYPES OF SPECIALTY OF INSURANCE AGENTS: - Second-To-Die Agents
- TSA, VA, & or Fixed Annuity Agents
- Group Health
- Captive (By Company)
- Independent Non-Captive
- Senior Advisor Senior Market (LTC & or Final Expense)
- Property & Casualty
- E-mail Address
- Production Amount
- Current Broker Dealer or Agency
- Tests Passed
- Years of experience and or licensed
- Ethnicity
- C.P.A., CLU, Chfc, RIA, CPCU, MBA, MDRT
- Home and office information available
- Over 100 selects available which means you can target the list you want !
Real Estate Agents Mortgage Brokers & Originators Loan Officers Database - Growing your mortgage lending or Real Estate business through the hiring and recruiting of seasoned agents, mortgage originators and loan officers makes great sense. RCM’s unique approach to compiling data makes this list an excellent choice - when accuracy is an issue. With over 185 fields of information on 88 thousand real estate agents, mortgage originators and loan officers. - Name
- Address
- Sales Volume
- Minority Owned
- Female
- Years in business Started
- Fax Numbers
- 100% telephone numbers
- EMAIL ADDRESSES NOW AVAILABLE!
Registered Representative’s, Series Licensed Stock Brokers, & Securities Advisors Series 3, 6, 7, 63, 65 - This list is updated daily. Home or Daytime addresses Phone numbers (where available !) Recruit Registered Representative's, Series Licensed Stock Brokers, & Securities Advisors fast and without large fee’s. The most accurate and effective recruitment tool available. RCM Data has been the leader in recruitment lists since 1999. The reason is simple, we offer the most complete and accurate target marketing database available anywhere. See Also: Financial Advisors. This list can also be enhanced with any of the below data selects: - Sort by or exclude companies
- Approval Date of License Years of experience
- Insurance Licensed
- Current Broker Dealer affiliation
- CRD License Numbers
- Verified NASD registration
- CASS Certified for accuracy
- E-Mail addresses where available
Senior Market Data |