Custodian / BD: TradePMR & First Clearing
TradePMR's mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals.
Wealth portal providers: eMoney Advisors
For nearly two decades, eMoney Advisors has worked side-by-side with financial professionals to deliver wealth management solutions that meet the evolving needs of your organization, advisors and clients and help you deliver exceptional service.
Certifications | CFP
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to act in their clients’ best interests.
Wealth Advisory Solutions
Wealth Advisory Solutions, LLC was founded in 2017 by three partners looking to create an RIA platform with a community feel amongst the advisors that join. They saw a need for advisors that are coming into the RIA space to have an option of joining a firm with open architecture, a collaborative environment and the opportunity to run their own firm under their own brand as an RIA without the burden, responsibility and expense of forming their own RIA.