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Membership Application
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Please complete this form with care. Providing false or incomplete information will result in being barred from the system. Complete only one form per financial advisor.

Fields marked with a "" are REQUIRED.
I. YOUR INFORMATION:
First Name Last Name
Name of Your Firm Number of Advisors at Your Firm
Street Address City
State
Zip Code Country
States and countries in which you practice. You will receive email updates for these states. (hold down CTRL key to select multiple locations):
Phone 1 Phone 2
Fax Toll Free Number
Primary Email Alternative Email
Webpage URL  
 
II. USERNAME & PASSWORD:
Select a USERNAME and PASSWORD. Both the username and password must be from four to eight characters, and may consist of letters and numbers only (no spaces or punctuation are allowed).
User ID Password
III. ABOUT YOUR PRACTICE:
Select the financial AREA(S) in which you practice.
To select MULTIPLE areas of practice, hold down your CTRL key while clicking on your selections. After your application has been approved you may edit this list at any time. You may also submit a request to add NEW AREAS OF PRACTICE after your application has been approved. You will receive email updates for these practice areas.
Type Of Advisor:
IV. PROFILE DISPLAY INFORMATION:
The above information (except for "Areas of Practice") is for use only by the BBS administrators. It will not be made available to other users of the BBS system except as you specify below.

When "clients" are searching the BBS for questions & replies, or searching for advisors, they will have the option of clicking on your name to learn more about you and your practice.

Check the items you want included in your "public" profile display
Firm Name & Address Phone 1 Fax
Toll Free Number Primary Email Alternative Email
Webpage URL        
Your "areas of practice" will be included automatically.
V. DESCRIPTION OF YOUR FIRM AND OF YOU:
Please include a short paragraph about your firm, yourself, your practice or anything else you may want a potential client to know below.

HTML tags will be deleted. To start a new paragraph press "enter" twice.

By submitting this application you agree to all the terms and conditions of use.
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