Financial Services Institute:
Representing the Independent Broker/Dealer Community

Recently Released!!!
Date Published: February 20, 2014
Summary Power Point Deck: 29 Slides
Reference Power Point Deck: 49 Slides

The Financial Services Institute was founded by Dale Brown in 2004 and is based in Atlanta, GA. The trade group has 122 institutional members, 14,000 financial advisor members, and is led by its Chairman Joe Russo & CEO Dale Brown. Its web site can be found at

The Financial Services Institute's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the organization, including its number of offices, institutional members, financial advisor members, revenues, & net profits.
Its profile includes detailed outlines of its core services:
  • Advocacy
  • Conferences
  • Publications
  • Benchmarking Surveys
And its profile concludes with the highlights of its organizational structure & ownership.

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