For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs) helping to provide the innovative technology tools and support needed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors’ operations through custodial, operational and trading support. For more information, visit www.TradePMR.com.
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Jessica Shores, Director of Marketing
TradePMR
(352) 332-8723 ext. 120
jshores@tradepmr.com
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CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230
Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606
CONTACT
88-TRADEPMR
(888-723-3767)
Business Development
888‑579‑8640
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1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
² 2019 Software Survey; Authors Joel Bruckenstein and Bob Veres; Sponsored by Orion Advisor Services and Morningstar, Inc.
³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
Copyright 2020, Trade-PMR, Inc.
Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. 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.
Market volatility, volume, and system availability may impact account access and trade execution.
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