Going Independent

Independence is an option most advisors contemplate at some point in their careers. Why? Because the benefits are outstanding! Going independent gives you the opportunity to keep the fees you earn, choose the services you would like to offer, and control the business you build. You can take advantage of your investment skills and have the freedom to choose the products that will best suit your clients without being limited by a broker/dealer.

New to TradePMR?

TradePMR is a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients. We provide an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR offers services through TradePMR Bank and TradePMR Retirement, to offer RIAs and their clients fee based banking and 401k solutions.

Our Trading Platform

Institutional-style asset management programs, highly-regarded research, cutting-edge technology, turnkey account administration and marketing tools, and access to a self-clearing New York Stock Exchange-member firm. That’s real power that works for you and your clients.

Find out More or check out our Flash Presentation

RIA Guide

Before we discuss the process of becoming an RIA, we should establish what these investment professionals actually do. Registered Investment Advisors (RIAs) manage the assets of individual investors and are compensated accordingly for their advisory services.

Find Out More or check out our Getting Started Brochure