FSI Firm Membership Application

Financial Services Institute / FSI Firm Membership Application

  • FSI Firm Membership Application


    This application is for broker-dealer/RIA firms (corporate firm membership). Individual financial advisors may apply for financial advisor membership at famembership.

    To qualify for FSI Firm Membership, applicant must meet the following criteria:

    1. Must be a broker-dealer or RIA that is in good standing with FINRA or the SEC/state; and
    2. Must be a retail firm, doing business with the public (not a wholesale distributor only), selling the products of more than one unaffiliated product company.


     Contact Sidebar Image  

    Who to Contact

    Kevin Whitehead
    Vice President, Corporate Relations
    770 980-8497
    Email Kevin


We are in the process of updating our website. The ability to log in to our website has been disabled temporarily.  We apologize for any inconvenience this may cause you.