Major trade organizations in financial services
Major trade organizations in financial services Alliance of Cambridge Advisors P.O. Box 844…
Major trade organizations in financial services
| Alliance of Cambridge Advisors | ||||
| P.O. Box 844 | ||||
| Highland, MI 48357 | ||||
| (888) 834-6333 | ||||
| cambridgeadvisors.com | ||||
| Cathy Stegmaier, executive director | ||||
| Members: about 130 fee-only comprehensive financial advisers | ||||
| American Council of Life Insurers | ||||
| 101 Constitution Ave. N.W. | ||||
| Suite 700 | ||||
| Washington, DC 20001 | ||||
| (877) 674-4659, acli.com | ||||
| Frank Keating, president and chief executive | ||||
| Members: 373 life insurance companies | ||||
| American Institute of Certified Public Accountants | ||||
| 1211 Sixth Ave. | ||||
| New York, NY 10036 | ||||
| (212) 596-6200, aicpa.org | ||||
| Barry C. Melancon, president and chief executive | ||||
| Members: more than 350,000 individual certified public accountants | ||||
| American Society of Pension Professionals and Actuaries | ||||
| 4245 N. Fairfax Drive, Suite 750 | ||||
| Arlington, VA 22203 | ||||
| (703) 516-9300, aspa.org | ||||
| Brian H. Graff, executive director and chief executive | ||||
| Members: more than 6,000 career retirement plan professionals | ||||
| Association for Financial Technology | ||||
| 34 N. High St. | ||||
| New Albany, OH 43054 | ||||
| (614) 895-1208, aftweb.com | ||||
| James R. Bannister, executive director | ||||
| Members: about 50 financial-technology companies | ||||
| Association of Independent Trust Companies Inc. | ||||
| 8 S. Michigan Ave., #1000 | ||||
| Chicago, IL 60603 | ||||
| (312) 223-1611, aitco.net | ||||
| Troy Kennedy, president | ||||
| Members: about 260 owners and operators of independent-trust companies | ||||
| Bank Insurance and Securities Association | ||||
| 303 W. Lancaster Ave., Suite 2D | ||||
| Wayne, PA 19087 | ||||
| (610) 989-9047, bisanet.org | ||||
| Heywood Sloane, managing director | ||||
| Members: about 400 executives from the securities, insurance, investment-advisory, trust private-banking, retail, capital markets and commercial divisions of depository institutions | ||||
| Certified Financial Planner Board of Standards Inc. | ||||
| 1425 K St. | ||||
| Washington, DC 20005 | ||||
| (800) 487-1497, cfp.net | ||||
| Kevin R. Keller, chief executive | ||||
| Designees: more than 52,000 CFPs | ||||
| CFA Institute | ||||
| 560 Ray C. Hunt Drive | ||||
| Charlottesville, VA 22903 | ||||
| (800) 247-8132, cfainstitute.org | ||||
| Jeffrey J. Diermeier, president and chief executive | ||||
| and chief executive | ||||
| Members: more than 93,000 investment professionals in 134 countries, including the world’s 79,000 CFA charterholders | ||||
| Closed-End Fund Association Inc. | ||||
| P.O. Box 28037 | ||||
| Kansas City, MO 64188 | ||||
| (800) 247-8132 | ||||
| closed-endfunds.com | ||||
| Tom Dinsmore, president | ||||
| Members: about 20 investment companies | ||||
| Financial Industry Regulatory Authority Inc. | ||||
| 1735 K St. N.W. | ||||
| Washington, DC 20006 | ||||
| (202) 728-8000, finra.org | ||||
| Mary L. Schapiro, chief executive | ||||
| Members: nearly 5,100 securities firms | ||||
| Financial Planning Association | ||||
| 4100 E. Mississippi Ave., Suite 400 | ||||
| Denver, CO 80246 | ||||
| (800) 322-4237, fpanet.org | ||||
| Marvin W. Tuttle Jr., executive director and chief executive | ||||
| Members: about 28,000 individual financial services professionals | ||||
| Financial Services Institute Inc. | ||||
| 900 Circle 75 Parkway, Suite 860 | ||||
| Atlanta, GA 30339 | ||||
| (770) 980-8480 | ||||
| financialservices.org | ||||
| Dale E. Brown, president and chief executive | ||||
| Members: 105 retail | ||||
| FINRA-registered firms and more than 5,000 individual independent advisers | ||||
| Hedge Fund Association | ||||
| 2875 N.E. 191st St., Suite 900 | ||||
| Aventura, FL 33180 | ||||
| (202) 478-2000, thehfa.org | ||||
| David Friedland, president | ||||
| Members: more than 50 hedge fund managers, service providers and investors | ||||
| Independent Insurance Agents | ||||
| and Brokers of America Inc. | ||||
| 127 S. Peyton St. | ||||
| Alexandria, VA 22314 | ||||
| (800) 221-7917 | ||||
| iiaba.org | ||||
| Robert A. Rusbuldt, chief executive | ||||
| Members: about 300,000 business owners and their employees, who offer all types of insurance and financial services products | ||||
| The International Association | ||||
| of Advisors in Philanthropy | ||||
| 95 West St. | ||||
| Rocky Hill, CT 06067 | ||||
| (888) 597-6575 | ||||
| advisorsinphilanthropy.org | ||||
| Jaclyn Farnham, executive director | ||||
| Members: 75 to 100 individual financial and estate planners | ||||
| International Association | ||||
| of Registered Financial Consultants | ||||
| The Financial Planning Building | ||||
| P.O. Box 42506 | ||||
| Middletown, OH 45042 | ||||
| (800) 532-9060, iarfc.org | ||||
| Edwin P. Morrow, chairman and chief executive | ||||
| Members: more than 8,000 financial professionals | ||||
| Investment Adviser Association | ||||
| 1050 17th St. N.W., Suite 725 | ||||
| Washington, DC 20036 | ||||
| (202) 293-4222 | ||||
| investmentadviser.org | ||||
| David G. Tittsworth, executive vice president and executive director | ||||
| Members: about 500 federally registered investment advisory companies | ||||
| Investment Company Institute | ||||
| 1401 H St. N.W. | ||||
| Washington, DC 20005 | ||||
| (202) 326-5800, ici.org | ||||
| Paul Schott Stevens, president | ||||
| Members: 8,800 open-end funds, 660 closed-end funds, 270 exchange traded funds and four sponsors of unit investment trusts | ||||
| Investment Management Consultants Association | ||||
| 5619 DTC Parkway, Suite 500 | ||||
| Greenwood Village, CO 80111 | ||||
| (303) 770-3377, imca.org | ||||
| Edythe McClatchy Pahl, executive director | ||||
| Members: about 6,700 individuals | ||||
| LIMRA International Inc. | ||||
| 300 Day Hill Road | ||||
| Windsor, CT 06095 | ||||
| (860) 688-3358, limra.com | ||||
| Robert A. Kerzner, president and chief executive | ||||
| Members: more than 850 insurance and financial services companies | ||||
| LOMA | ||||
| 2300 Windy Ridge Parkway | ||||
| Suite 600 | ||||
| Atlanta, GA 30339 | ||||
| (770) 951-1770, loma.org | ||||
| Thomas P. Donaldson, president and chief executive | ||||
| Members: more than 1,200 insurance and financial services companies | ||||
| The Managed Funds Association | ||||
| 2025 M St. N.W., Suite 610 | ||||
| Washington, DC 20036 | ||||
| (202) 367-1140, mfainfo.org | ||||
| John G. Gaine, president | ||||
| Members: more than 1,000 individual alternative-investment professionals | ||||
| Million Dollar Round Table | ||||
| 325 West Touhy Ave. | ||||
| Park Ridge, IL 60068 | ||||
| (847) 692-6378, mdrt.org | ||||
| James E. Rogers, president | ||||
| Members: more than 35,000 life insurance and financial services professionals | ||||
| The Money Management Institute | ||||
| 1140 Connecticut Ave. N.W. | ||||
| Suite 1040 | ||||
| Washington, DC 20036 | ||||
| (202) 822-4949 moneyinstitute.com | ||||
| Christopher L. Davis, president | ||||
| Members: more than 170 money managers, separate-account sponsor firms and broker-dealers | ||||
| National Association of Active Investment Managers | ||||
| 6732 W. Coal Mine Ave., #446 | ||||
| Littleton, CO 80123 | ||||
| (888) 261-0787, naaim.org | ||||
| Victor V. Vuskalns, president | ||||
| Members: about 200 registered investment adviser firms that use active money management | ||||
| The National Association of Alternative Benefit Consultants Inc. | ||||
| 435 Pennsylvania Ave. | ||||
| Glen Ellyn, IL 60137 | ||||
| (800) 627-0552, naabc.com | ||||
| Harvey Randecker, president | ||||
| Members: about 400 licensed insurance producers, and agents who sell consumer-driven insurance programs | ||||
| National Association of Independent Broker/Dealers | ||||
| 16835 W. Bernardo Drive | ||||
| Suite 203 | ||||
| San Diego, CA 92127 | ||||
| (703) 383-6942, naibd.com | ||||
| Steve Distante, president | ||||
| Members: more than 350 broker-dealers and industry associates | ||||
| National Association of Independent Life Brokerage Agencies | ||||
| 12150 Monument Drive, Suite 125 | ||||
| Fairfax, VA 22033 | ||||
| (703) 383-6942, nailba.org | ||||
| Jack Chiasson, executive director | ||||
| Members: more than 350 agencies | ||||
| National Association of Insurance and Financial Advisors | ||||
| 2901 Telestar Court | ||||
| P.O. Box 12012 | ||||
| Falls Church, VA 22042 | ||||
| (877) TO-NAIFA, naifa.org | ||||
| John J. Healy, CLU, ChFC, chief executive | ||||
| Members: more than 70,000 individual-life, health insurance and financial advisers | ||||
| National Association of Insurance Commissioners | ||||
| 2301 McGee St., Suite 800 | ||||
| Kansas City, MO 64108 | ||||
| (816) 842-3600, naic.org | ||||
| Catherine J. Weatherford, executive vice president and chief executive | ||||
| Members: chief insurance regulatory officials of the 50 states, the District of Columbia and five U.S. territories | ||||
| The National Association of Personal Financial Advisors | ||||
| 3250 N. Arlington Heights Road | ||||
| Suite 109 | ||||
| Arlington Heights, IL 60004 | ||||
| (800) 366-2732, napfa.org | ||||
| Ellen Turf, chief executive | ||||
| Members: more than 1,700 comprehensive, fee-only individual financial advisers | ||||
| NAVA – The Association for Insured Retirement Solutions | ||||
| 11710 Plaza America Drive | ||||
| Suite 100 | ||||
| Reston, VA 20190 | ||||
| (703) 707-8830 | ||||
| navanet.org (for members) | ||||
| retireonyourterms.com | ||||
| (for consumers) | ||||
| Mark J. Mackey, president and chief executive | ||||
| Members: about 350 corporate memberships | ||||
| North American Securities Administrators Association Inc. | ||||
| 750 First St. N.E., Suite 1140 | ||||
| Washington, DC 20002 | ||||
| (202) 737-0900, nasaa.org | ||||
| Russ Iuculano, executive director | ||||
| Members: 67 state, provincial and territorial securities administrators in the United States, the U.S. Virgin Islands, Puerto Rico, Canada and Mexico | ||||
| Retirement Income Industry Association | ||||
| 101 Federal Street, Suite 1900 | ||||
| Boston, MA 02110 | ||||
| (617) 342-7390, riia-usa.org | ||||
| Francois Gadenne, chairman | ||||
| Members: a non-profit national organization with 80 members | ||||
| Securities Industry and Financial Markets Association | ||||
| In New York: | ||||
| 120 Broadway, 35th Floor | ||||
| New York, NY 10271 | ||||
| (212) 608-1500 | ||||
| In Washington: | ||||
| 1101 New York Ave. N.W. | ||||
| Washington, DC 20005 | ||||
| Eighth floor | ||||
| (202) 962-7300, sifma.org | ||||
| Marc E. Lackritz, president and chief executive | ||||
| Members: more than 650 securities firms, banks and asset managers | ||||
| Security Traders Association | ||||
| 420 Lexington Ave., Suite 2334 | ||||
| New York, NY 10170 | ||||
| (212) 867-7002, securitytraders.org | ||||
| John C. Giesea, president | ||||
| Members: about 5,200 professional securities traders | ||||
| Society of Financial Service Professionals | ||||
| 17 Campus Blvd., Suite 201 | ||||
| Newtown Square, PA 19073 | ||||
| (610) 526-2500, financialpro.org | ||||
| Joseph E. Frack, chief executive | ||||
| Members: about 20,000 individual financial advisers |
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