3.0
Jul 21, 2025
Recommend
CEO approval
Business Outlook
Pros
They have work at home jobs
Cons
They promote people who have made knowingly made their way to success on the shoulders of others who actually know how to do their own job
54% would recommend to a friend
Penny Pennington
58% approve of CEO
54% 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 great working with branches" "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" "Health Insurance is high."