The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans. FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.
View Top Employees from Financial Services Institute (FSI)Website | http://www.financialservices.org |
Revenue | $60.6 million |
Employees | 57 (49 on RocketReach) |
Founded | 2004 |
Address | 1201 Pennsylvania Ave. NW Suite 700, Washington, District of Columbia 20005, US |
Phone | (202) 640-4242 |
Fax | (202) 350-4008 |
Technologies | |
Industry | Financial Services, Membership Organizations, Organizations |
Competitors | 529 College Savings Plans, Business Roundtable, NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS, News/Media Alliance, US-ASEAN Business Council |
SIC | SIC Code 86 Companies, SIC Code 861 Companies |
NAICS | NAICS Code 81391 Companies, NAICS Code 813 Companies, NAICS Code 813910 Companies, NAICS Code 8139 Companies, NAICS Code 81 Companies |
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The Financial Services Institute (FSI) annual revenue was $60.6 million in 2024.
Kathryn Anderson is the Vice President, Corporate Relations of Financial Services Institute (FSI).
49 people are employed at Financial Services Institute (FSI).
Financial Services Institute (FSI) is based in Washington, District of Columbia.
The NAICS codes for Financial Services Institute (FSI) are [81391, 813, 813910, 8139, 81].
The SIC codes for Financial Services Institute (FSI) are [86, 861].