TradePMR to Provide Brokerage and Custodial Services to Advisors Entering New Wells Fargo Advisors RIA Program
TradePMR and Wells Fargo Advisors announced a new program designed to allow advisors to own and grow their own businesses. Under this new program, the process for an advisor launching their own RIA business is streamlined with minimal client disruption. Transitions are simplified with the support of a dedicated service team to aid advisors making the transition from one of Wells Fargo Advisors channel. Advisors in the program will have access both to TradePMR’s advisor technology (Fusion) and all client history in the Wells Fargo Advisors desktop technology (SmartStation), contact management systems and innovations such as the Envision planning process. Through Fusion, advisors have their choice from a variety of third-party technology vendors to integrate with including Redtail, Orion and many more. For more information on launch of the program, read more about the announcement here.
If you are an advisor working with TradePMR or participating in the program, contact Rob Dilbone, Managing Director of TradePMR, at firstname.lastname@example.org
Trade-PMR, Inc., member FINRA/SIPC. TradePMR and Wells Fargo Advisors are not affiliates.
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.
Robb Baldwin, President and CEO, TradePMR
Robb Baldwin is the founder, President and CEO of TradePMR. The firm provides technology, support and services to Registered Investment Advisors through its own innovative management platform. TradePMR was born out of Baldwin’s personal experience with a difficult transition in his own RIA firm during the merger of two major custodians. Since 1998, TradePMR has focused on combining exceptional service with a truly innovative technology platform. The objective is to improve workflow, increase margins and bring new levels of efficiency to the firm’s advisor clients, allowing them to focus more on their customers and less on back office infrastructure.
Baldwin has over thirty years of experience across the brokerage and RIA industries. Over the course of his career, he has helped individuals and institutions in virtually every aspect of the investment advisory business. Today, TradePMR continues to fulfill Baldwin’s original goal of helping advisors find their true independence by providing what he believes is the absolute highest and best technology and service in the industry.
Rob Dilbone, Managing Director, TradePMR
Rob leads TradePMR’s business development efforts and oversees the firm’s Advisor Services Group which works directly with client advisory firms to help increase productivity, performance and growth.
One of Rob’s key focuses is establishing strategic business relationships through the development of mutually beneficial partnerships. These partnerships are designed to enhance the ability of client firms to grow their unique advisory practices and help manage client relationships.
As a member of TradePMR’s board of directors, he also helps guide the company’s overall business strategy.
Rob was born and raised in Naples, FL and attended Wofford College in Spartanburg, SC. As a career entrepreneur he has owned and operated several businesses across various disciplines including Real Estate Development, retail, technology, publishing and consulting. He has been with TradePMR since 2009 and holds Series 7 and Series 24 Securities Licenses.