TradePMR, in the hybrid program, is the custodian of client assets. Through its agreement with Sterne, Agee, & Leach Clearing, TradePMR has access to all major markets and mutual fund companies.

By way of the e-Custody platform, TradePMR affords advisors a technology solution to manage both sales and advisory clients' assets in a single workstation. Learn more about e-Custody.

TradePMR and Sterne Agee Financial launched the hybrid advisor program to benefit the growing independent advisor community. Each day more financial professionals recognize the advantage of independence, not only for themselves, but their clients.

TradePMR, Sterne, Agee, & Leach, and The Investment Advisor Alliance are not affiliated companies.




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Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2010 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Fidelity, TradePMR, Sterne, Agee, & Leach and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies wholly owned subsidiaries of Keeler Financial Services Holdings LLC.