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.Of course, the most successful independent advisors are those with unwavering ambition. It takes a certain entrepreneurial spirit to make it in this competitive industry. That is not to say you have to do it alone. Trade-PMR is here to help. Our professionals are dedicated to providing you with ongoing support as you make your transition. Our teams can perform back-office functions to assist you as you establish your own RIA firm, including account setup, account transfers, and performance reporting.
Once you have completed the startup process, look to Trade-PMR for state-of-the-art trading tools that can simplify the technical aspect of independent investing. We will also provide you with the appropriate training and assistance to use our web-based technology.
So if you are ready to go independent, Trade-PMR is ready to help. Our relationship managers are here to answer any of your questions or concerns, so give us a call at 888-723-3767 ext. 121. You can also check out our Getting Started brochure, or request an information packet from us.