Karr Barth/AXA Advisors - Financial Consultant Equitable Advisors Employee Review

5.0
Jun 2, 2014
Recommend
CEO approval
Business Outlook

Pros

Karr Barth is one of the top AXA offices in the country for good reason. The training is second to none; coming from another broker/dealer and new to the business, the training I received and continue to receive at Karr Barth is amazing. Management does an extremely good job assisting new advisors in launching their business.

Cons

Being an advisor is extremely difficult--no one at Karr Barth will try and hide that from you. It is difficult for good reason, however. Other reviews cite having to pay for licensing or tapping your "natural market" as negatives. Launching a business that holds a tangible value has a cost up front. However, having ownership over your own business allows you the freedom to be as successful or unsuccessful as you want to be--there is no ceiling.

Explore other reviews about Equitable Advisors

5.0
Apr 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

1.0
Jun 26, 2026
Recommend
CEO approval
Business Outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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