Dale Brown: Architect of FSI—The 2015 IA 35 for 35

Eleven; 27, 100+; 37,000, $8.5 million. While it can be misleading to use numbers to gauge the importance and reach of an organization, these numbers from the Financial Services Institute tell a good tale: 11 years of operation—emanating from the Financial Planning Association; 27 professional staff members in the group; more than 100 independent broker-dealer member firms; 37,000 individual advisor members in FSI; and a 2015 budget of $8.5 million that includes allocations to hire three new advocacy staffers, bringing the total number to 13.

Regarding Dale Brown, we can add another number: nine, for the number of years Brown has found a place on the IA 25.

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