• Clearing through First Clearing LLC (Part of Wells Fargo)

  • Wells Fargo operates across 35 countries with over 70 million customers

  • The first clearing arm was acquired through the purchase of A.G. Edwards & Sons (where Brian started his career)

  • TradePMR is based in Gainesville, FL

 

Why we recommend TradePMR?

 

  • Simple statements

  • Simple website

  • Performance reporting

Breakdown of fees:

Account management

Basic account

Advantage account (incl. check writing)

Advantage standard account (incl. check & debit card)*

IRA custodian fee

Transfers

Processing ACAT transfer out

Custodian IRA termination fee*

Wire transfers

- domestic

- international

Execution services

Equities (listed and OTC)

Bonds (municipals, gov't agencies, corporate)

Options

Mutual funds

Annual Fee

none

none

$125

none

 

$95/ transfer

$105

$20/ transfer

$25/ transfer

 

Free

Free

Free

Free

On the following links, you can review TradePMR’s customer agreement and Customer Relationship Summary.

 

*Optional

Trust • Discretion • Confidence • Personalized Solutions

© 2021 Dunhill Financial

Authorized and Regulated in the United States by the SEC as Dunhill Financial, LLC.

The financial advisers trading under Dunhill Financial/BFMI are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI.

BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647.
 
Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). 

Dunhill Financial is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20.

Dunhill Financial is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101