NAICS Code Lookup

Investment Advice

General Cross Reference Market Report

General

NAICS Code
523930
Industry

Phraseology

Investment Advice

Description

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients.

Examples

  • Financial investment advice services, customized, fees paid by client
  • Investment advisory services, customized, fees paid by client
  • Financial planning services, customized, fees paid by client

Alternate NAICS Descriptions

  • Certified financial planners, customized, fees paid by client
  • Financial investment advice services, customized, fees paid by client
  • Financial planning services, customized, fees paid by client
  • Investment advice consulting services, customized, fees paid by client
  • Investment advice counseling services, customized, fees paid by client
  • Investment advisory services, customized, fees paid by client

Businesses

BALLENTINE CAPITAL MANAGEMENT
Tri-State Financial Marketing
James A Martin CFE Certified Financial Planner
KIRKLAND & KING FINANCIAL LLC
BOLEN HENRY
Kelly & Assoc AMK Financial Services Inc

Top Carriers

Hartford Fire & Cas Grp
Travelers Grp
Unknown
Chubb Ltd Grp
Amtrust Ngh Grp
State Farm Grp

Top Agents

PAYCHEX INS AGENCY INC
AON RISK SERVICES SOUTH, INC.

Cross Reference

Find industry codes related to the NAICS Code 523930. This includes General Liability, NAICS, and state and NCCI Class Codes.

General Liability (GL)

47367 Sales or Service Organizations

SIC

6282 Investment Advice

NCCI Class Code

8742 Salespersons or Collectors--Outside

CA Class Code

8742 Salespersons — Outside

DE Class Code

0951 Salesperson - Outside

MI Class Code

8742 ASSESSMENT OF PATIENT AT HOME - NO COUNSELING

NJ Class Code

8742 Salespersons or Collectors--Outside

NY Class Code

8742 Salespersons or Collectors--Outside

PA Class Code

0951 Salesperson - Outside

TX Class Code

8742 Salespersons or Collectors--Outside

Market Report

Accounts

Premium

Top Carriers
New/Retained Business
Accounts Won
Accounts Lost
Rate History
Premium Dist.
Premium History
Mod Dist.
Premium/LCM
Mod/LCM

Start Winning


Get the best Commercial Insurance and Benefits Data available


Free Trial!

Free Insurance Tools

Class Code Lookup

NAICS Lookup

SIC Code Lookup

GL Code Lookup

Carrier Lookup

Agent Resources
Loss Costs & Loss Cost Multipliers
What is a Loss Cost? What is a Loss Cost Multiplier? As a Commercial Insurance Producer, why is this information important to me? Grab that ‘world’s best insurance agent’ mug, fill it up with some cheap office coffee and lets get cracking.
READ MORE
New Features & Updates
2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash
The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability...
READ MORE
On Boarding
Reports
The reports section has seen several iterations and will likely see more in the future. Each report has a purpose...
READ MORE
Case Studies & Usage Examples
Tools of the (remote) Trade
Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point...
READ MORE