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Financial Advisor Membership

Financial Services Institute / Our Members / Financial Advisor Membership

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:

  • Exclusive access to FSI CoveredAdvisor Benefits Program which includes group disability, term life and critical illness & accident insurance, as well as discounts on a number of products and services
  • $400 discount on Bill Bachrach’s Advisor Roadmap Annual Membership
  • Exclusive access to client-ready marketing materials explaining the importance of independent advice to help you grow your business
  • Access to analyses of regulatory and legislative proposals
  • Direct links from our Advocacy Action Center to communicate with your legislators and regulators
  • Complimentary web conferences on important topics concerning your business
  • The quarterly FSIVoice member newsletter
  • Opportunities to join FSI on Capitol Hill visits
  • Subscription to the daily FSI Newsbrief, your one-stop-shop news source
  • Bi-weekly advocacy and member updates
  • Members-only access to our growing online resource library, which includes topical white papers and resources
  • Invitation and reduced registration rates to networking events

Coming in 2020: FSI is excited to announce that we will soon offer HEALTH INSURANCE to our members. Become a member today to secure your eligibility. (Plans may not be available in all states.)

Join Us Today

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 print a membership form to fill out and mail with a check, click here.

Click the button below to join online.

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MEMBERSHIP FEE: $199

Financial Advisor Membership is open to any FINRA, SEC or state-licensed individual partner, director, officer, employee, or independent contractor of a retail broker-dealer or investment advisor (RIA). Licensed partners, directors, officers, employees, and independent contractors are eligible for membership even if their companies are not yet members of FSI. FSI will do everything possible to remind members to renew their memberships, primarily through email. However, it is the member’s responsibility maintain accurate, up-to-date information in their member profile, and should update FSI on employment changes such as affiliating with a new broker-dealer or RIA. It is ultimately the member’s responsibility to ensure their membership remains active. An active CRD number is required for all Advisor members and, should a member’s CRD number become inactive, voluntarily or involuntarily, it is the member’s responsibility to notify FSI as soon as possible. FSI reserves the right to terminate membership at any time.

 

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.

Learn More

Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.