TRADE-PMR, INC.
GAINESVILLE, FLORIDA

Our Mission At TradePMR, our mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals. Contribute to the success of advisors by supporting their business models and helping them serve their clients. Improve existing technology and develop new technology to provide state-of-the-art products and services to advisors. “TradePMR does one thing and one thing only: provide support to RIAs … What this means for me and my practice is that 100% of their attention is on me and my practice.” A unique set of experiences has produced what we believe is a company of rare character and service ready to help advisors find their true independence. Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIA’s. With that goal in mind, TradePMR delivered its first RIA workstation in 1998. TradePMR’s newest online platform, EarnWise, is designed to seamlessly integrate with today’s busy advisory firms, freeing operational staff and advisors to focus on clients. EarnWise’s online account opening and Robo solutions are another example of TradePMR continuing its efforts to deliver advisors a competitive advantage with its technology. magazine: “The TradePMR philosophy is to give advisors a seamless experience and single interface whether they are using a TradePMR app or a third party’s. EarnWise appears to include most of the next generation tools that advisors require to take their businesses to the next level, and when you add in the partner integrations, it really takes TradePMR’s technology offering to the next level.” In 2011, TradePMR chose First Clearing* as a provider for clearing services. First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business. Today, thanks to TradePMR’s dedicated team members in Advisor Services, Trading, Cashiering, Accounts, Technology, and Advisor Support, TradePMR feels like it is on the leading edge of providing brokerage and custodial services. True to its roots, TradePMR continues to focus on empowering advisors and their support staff with the tools they need to both effectively manage their business and provide exceptional support and service to their clients. *First Clearing is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Take the first step toward professional freedom. Get the support, resources, and technology you need to help you thrive as an independent RIA. All we do is support RIAs—without a competing retail division or bank. We focus exclusively on independent financial advisors, which means we can serve your business like it’s our own. When you call us, there are no call centers or “unusually high call volumes.” Whether you’re a big firm or a small firm, our dedicated Advisor Services team picks up the phone and works diligently to answer your questions and deliver everything you need to efficiently and profitably grow your business. Our dedication to service begins with working to provide you a seamless transition at the outset and continues with ongoing support and education every step of your journey. Prior to buying or selling an option, investors must read a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). It explains the characteristics and risks of exchange traded options. All we do is support RIAs—without a competing retail division or bank. We focus exclusively on independent financial advisors, which means we can serve your business like it’s our own. When you call us, there are no call centers or “unusually high call volumes.” Whether you’re a big firm or a small firm, our dedicated Advisor Services team picks up the phone and works diligently to answer your questions and deliver everything you need to efficiently and profitably grow your business. Our dedication to service begins with working to provide you a seamless transition at the outset and continues with ongoing support and education every step of your journey. Complete this contact form to begin a conversation about how TradePMR can help you thrive as an independent RIA. Complete this contact form to begin a conversation about how TradePMR can help you thrive as an independent RIA.