Investment Advisor Free Subscription

	*Investment Advisor* is free to qualified professionals. Summary Description
	To apply for a FREE subscription to *Investment Advisor*, please answer ALL of the questions on the form below.
	The publisher determines qualification and reserves the right to limit the number of free subscriptions.
	Geographic Eligibility: USA

1.	*Do you wish to receive a FREE subscription to Investment Advisor?*

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What is the approximate number of employees in your company? (select only one)

2.	Which of the following best describes your title? (select only one)

Financial Planner/Investment Advisor Manager/Director

Investment Manager/Consultant Home Office Executive

Stockbroker/Registered Representative Other (please specify)

Accountant/CPA/PFS/PFP

President, CEO, Principal, VP

3.	The following best describes your business activity: (select only one)

Independent Financial Planning Firm/RIA/Investment Advisory Accounting Firms

Insurance Broker-Dealer Bank/Trust Officer

Full Service Securities/Brokerages/Broker-Dealer Other (please specify)

4.	Do you personally sell or recommend investments or advise clients on investment and/or asset management?

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5.	What is your income source? (select only one)

Commissions Only

Fees Only

Fees & Commissions

6.	What are the total assets under your management? (select only one)

Over $100 million $10 - $24.9 million

$50 - $100 million $1 - $9.9 million

$25 - $49.9 million Under $1 million

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

Life/Health CHFC

Variable Life CLU

RIA or Assoc. RIA CPA

Series 6 JD/LLB

Series 7 Series 65

Series 22 Series 66

Series 24 CFA

Series 63 CIMA

MDRT Other (please specify)

CFP *

If you are a CFP, please provide your license number*
This will allow us to electronically deliver proof to the CFP Board that you have gained CE credits from our online tests.

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

NAPFA NAVA

CFA Institute SFSP

IMCA ABA

FPA FSI

AICPA-PFP IARFC

NAIFA Other (please specify)

9.	Due to the auditing verification rules, Summit Business Media is required to ask a personal question. What month were you born in?

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