Combining our strength, scale and heritage with the 20+ years of direct RIA service experience of introducing broker-dealer, TradePMR*, the RIA service and custody offering from First Clearing is designed to provide independent advisors another option to own and grow their business.
With deep roots in the financial services industry, First Clearing has a long history of supporting independent business owners and financial advisors. We know what it is to serve advisors serving clients.
Please contact either Cindi Cooper, 314-875-3948 or firstname.lastname@example.org
or Maureen Timmermann, 314-875-8466 or email@example.com
*TradePMR, Inc. is a privately held brokerage and custodian service provider for Registered Investment Advisors and is not affiliated with Wells Fargo Advisors.
*Fusion by TradePMR named “Innovation of the Year” Morningstar Advisor Magazine, 2013.