Our Hybrid Advisor program is for advisors who are, or wish to become, dually registered as a Registered Representative with FINRA and as a Registered Investment Advisor with the SEC or state securities regulator. With other custodians, a hybrid advisor would be encumbered with two different platforms, generating separate statements, performance reports, and other records.
The Hybrid Advisor platform, which is one of the first combination programs of its kind, offers registered investment advisors the full advantage of a full-service firm: expertise in retail and institutional brokerage; investment banking and underwriting; secondary trading of corporate, municipal and government securities; and market making in over-the-counter stocks.
Fee services offered through TradePMR, Inc. Member FINRA/SIPC. Commission services provided by Sterne Agee Financial Services member FINRA/SIPC.