Membership in FSI is an investment in the future of your business. In addition to our advocacy on your behalf, member benefits include:
Financial Advisor Membership is open to any individual partner, director, officer, employee, or independent contractor of a retail broker-dealer or investment advisor. 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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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.
Watch our video to learn more about FSI's mission and why advocacy for our industry matters.