• Financial Advisor Membership

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

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    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.  To verify if you are a current FSI member, click here to verify your CRD number.

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    If your broker-dealer is an FSI member                        $99

    If your broker-dealer is not an FSI member                  $198*

    *Receive a discounted dues rate of $129 if your broker-dealer isn’t an FSI member by enrolling in FSI’s CoveredAdvisor Benefits Plan.

    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.