Lost their direction - Financial Advisor NEXT Financial Employee Review

3.0
Aug 22, 2021
Recommend
CEO approval
Business Outlook

Pros

Independent BD. Started out in 1999 as a rep owned-and-run BD with innovative goals, shared vision and values, a voice for all ...

Cons

...Then the Board and leadership became like the pigs in an Orwellian Animal Farm novel. They still like to talk about their so-called "culture" I was affiliated here well over 10 years. I guarantee that after 10 + years of dedicated service, clean compliance history, being an original rep-owned stockholder, that Barry Knight and not one single member of the Board and Leadership ever knew my name and could not pick me out of a crowd. I wasn't in "the club". Back-office was good to work with but always short-staffed and underpaid.

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4.0
Jul 1, 2025
Recommend
CEO approval
Business Outlook

Pros

Hybrid Role, early clock in/out time and paid PTO

Cons

Business is in Katy, mandatory 3 days in office.

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