Investment Advisor

Published monthly

Issues per year: 12

Investment Advisor is a practice management and industry news magazine targeting independent financial planners, advisors, registered representatives, Registered Investment Advisors, CPA Planners, Insurance and bank investment representatives. Each issue provides coverage of mutual funds, insurance and annuities, asset allocation and other investment products. It also analyzes market trends and regulatory decisions that impact the Financial Services industry.

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Please note Investment Advisor is a magazine for professional advisors and planners, it is not for personal investment advice.

QUALIFICATION FORM

Incomplete forms will not be processed. A complimentary subscription to Investment Advisor will be sent to those applicants who qualify. The publisher reserves the right to limit the number of subscriptions accepted.

1.	I wish to receive Investment Advisor magazine FREE of charge.

Yes!

NOTE: In order to be considered for a subscription to Investment Advisor, you MUST select Yes above. If you do not select Yes, you will not receive a complimentary subscription to Investment Advisor.

2.	The following best describes your business activity: (check one only)

Independent Financial Planning Firm / RIA / Investment Advisory

Insurance Broker / Dealer

Full Service Securities / Brokerages / Broker-Dealer

Accounting Firms

Bank / Trust Officer

Other (please specify)

3.	Which of the following best describes your title? (check one only)

Financial Planner / Investment Advisor

Investment Manager / Consultant

Stockbroker / Registered Representative

Accountant / CPA / PFS / PFP

President / CEO / Principal / VP

Manager / Director

Home Office Executive

Other (please specify)

4.	Do you personally sell or recommend investments or advise clients on investment and/or asset management? (check one only)

Yes

5.	Which license, registration, and/or designation do you hold? (select all that apply)

6.	If you are a CFP, please provide your license number:

7.	What is your income source? (check one only)

Commissions Only

Fees Only

Fees and Commissions

Other

8.	What are the total assets under your management? (check one only)

Over $100 Million

$50-$100 Million

$25-$49.9 Million

$10-$24.9 Million

$1-$9.9 Million

Under $1 Million

9.	To which organization(s) do you belong? (select all that apply)

10.	In order to verify your request for this publication, without the availability of a signature, our audit bureau requires that we ask a personal identifying question. This information is used solely for the purpose of auditing your request. What state were you born in?

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