• Financial Advisor Membership

    Financial Advisor Membership is open to any individual partner, director, officer, employee, or independent contractor of a retail broker-dealer. Partners, directors, officers, employees, and independent contractors are eligible for membership even if their companies are not yet members of FSI.

    Membership in FSI is an investment in the future of your business. In addition to our advocacy on your behalf, member benefits include:

    • Free, on-demand, members-only Web conferences and podcasts on topics important to your business
    • FSIVoice member newsletter
    • Members-only quarterly Advisor Briefing calls
    • Access to analyses of regulatory and legislative proposals
    • Direct links from the Advocacy Action Center to communicate with legislators and regulators
    • Monthly advocacy updates
    • Opportunity to join FSI on Capitol Hill visits


    Join FSI

    Click here to join online.

    Click here to download/print a fillable membership application (1 page in PDF).

    Dues

    If your broker-dealer is an FSI member                        $129

    If your broker-dealer is not an FSI member                  $199

     

    In accordance with IRC SEC 6003, 100% of membership dues is estimated for lobbying, and is not deductible. FSI membership dues may not be deducted as a business expense or as a charitable contribution.

     


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    Who to Contact 

    If you have any inquiries or questions regarding FSI membership, please contact:

    Member Services
    888 373-1840
    e-mail Member Services