53% would recommend to a friend
Penny Pennington
57% approve of CEO
53% positive business outlook
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Users say... "Great training and a lot of nice financial advisors (FAs) who are interested in your success." "There are alot of benefits for working with a private company and the culture is great." "Very Flexible with the ability to grow depending on your FA Company has great benefits and wellness program" "Great people and investing philosophy" "Flexibility / Work life balance is great and you’re rewarded for the work you do."
Users say... "The pay is low but it is offset by the flexibility in schedule and internal support to do the job." "Starting salary is low and it will take 3 years of hard work before you make it" "long hours in the beginning as you build your business and integrate into your business community." "it is a mere window dressing with a Head of DEI being incapable; GP leadership is poor" "It is very hard to get time off since there is NO ONE there to take your place."