- Access to research and reports as well as issue briefings
- Home office employee and affiliated financial advisor access to the FSI CoveredAdvisor2.0 Benefits Program, which includes group disability, term life and critical illness & accident insurance, as well as discounts on a number of products and services
- A subscription to the FSIVoice member newsletter
- Access to specially-discounted, comprehensive PR services from Haven Tower Group, the leading strategic PR firm exclusively focused on the independent financial advice industry
Join Us Today
Unite with the leading independent financial services firms who have joined FSI.
To qualify for FSI Firm Membership, applicant must meet the following criteria:
- Must be a broker-dealer or RIA that is in good standing with FINRA or the SEC/state; and
- 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.
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.