Data Key

• Leades Name = Advisors name

• Call Result = Recording the outcome of the call

• Phone = Advisors office number

• LOS (Length of Service) = How long they have been an advisor

• LOE (Length of Employment) = How long they have been at their current firm

• Manager = Complex Manager who the advisor will be meeting with at the meeting

• Mailing City = Advisor office city

• Mailing Street = Advisor office street

• Mailing Sate = Advisor office state

• CRD (Central Registration Depository) = In the financial services industry, “CRD” stands for Central Registration Depository. This is a database maintained by the Financial Industry Regulatory Authority (FINRA) in the United States. Every financial advisor, broker, and securities firm that operates in the U.S. must register with FINRA and receive a CRD number.