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:

• Free, on-demand access to web conferences on topics important to your business
• A subscription to the 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
• Bi-weekly advocacy updates
• Opportunity to join FSI on Capitol Hill visits

Join Us Today

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.

Join us online or download and 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.

Who to Contact 

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

Michelle Allgauer
Director of Member Engagement
202-204-6422
email Michelle Allgauer