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Download a producer database (pdb) report.
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Agent, adjuster, and agency lists. It's your choice who you contact (if anyone). By the numbers advisors & insurance agents 355k investment advisory representatives (ias) 631k registered representative (rrs) 2.4 million insurance professionals (2.1 million producers / agents) firms 100k insurance agencies* 6.5k insurance carriers 36.5k registered investment advisors 3.7k broker dealers number of advisors, professionals and firms is continuously updated. It's a red flag if they're not! Office of the securities commissioner. You can also see whether the issuing organization requires continuing education, takes complaints, or has a way for you to confirm who holds the credential. People and groups in the community offer free assistance both with the application process and with picking and enrolling in a plan. To export data upgrade your subscription to platinum. Individuals are entitled to one (1) free copy of the report within a 12 month period. With over 20 years of experience in the financial services industry combined with act's contact management expertise, allied financial software, inc. 5 best search engines to find a financial advisor. The financial services regulation division is pleased to provide a list of valid insurance license holders within the province. Your pdb report contains data supplied by insurance departments in all 50 states, as well as the district of columbia, guam, puerto rico and u.s.
Individuals are entitled to one (1) free copy of the report within a 12 month period. To export data upgrade your subscription to platinum. All efforts are made to ensure the information provided is accurate but users may wish to contact the division to verify the accuracy. Download a producer database (pdb) report. When writing, provide the case name and dates of records you would like to receive and include your name, mailing address, daytime telephone number, and email address in your request.
If you need a different list, please file a public record request by clicking here.
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