Advisor Network Intake

6 quick steps. All information is encrypted in transit and used only for vetting and background review.

Personal

Firm & School

Practice

Specialties

Background

References

Step 1 of 6

Personal Information

First Name * Middle Initial Last Name *

Preferred Name Email * Phone * LinkedIn Profile

City * State *

Step 2 of 6

Firm & School Affiliation

Firm Name * Role / Title Firm Website Years in Industry School Affiliation (Alumni) *List each school and graduation year, separated by commas.

Step 3 of 6

Practice Details

Client Minimums * Fee Structure * Fee Details

Step 4 of 6

Specialty Tags

Select all that apply. These drive how athletes find you in the directory.

Step 5 of 6

Background Check & Compliance

CRD / IARD NumberFINRA/SEC registration number, if applicable. Credentials / Designations Date of BirthUsed only for identity verification. State(s) Licensed Have you ever had a disclosure event (regulatory action, customer complaint, bankruptcy, felony, etc.)? Disclosure Explanation (if applicable)

Step 6 of 6

Client References

As part of our vetting process, Final Whistle Wealth would like to speak with a few of your current or former clients to hear about their experience working with you. Please provide at least two references below (a third is welcome but optional).

Important: Please get permission from each person before listing them. Let them know we may reach out, briefly explain who Final Whistle Wealth is, and make sure they're comfortable being contacted. We'll only reach out to references whose permission you've confirmed.

1 Reference #1 (required)

Full Name * Relationship * Email * Phone Years Working Together Best Time / Notes

2 Reference #2 (required)