5.0Nov 10, 2016Certified financial planner practitionerFormer employee, more than 5 yearsLakeland, FLRecommendCEO approvalBusiness OutlookProsGREAT, conservative firm with a consistent message and direction.ConsAt that time the trade platform and support technology was a bit behind competitors.Show more
5.0Jul 14, 2026Summer analystCurrent intern, less than 1 yearChicago, ILRecommendCEO approvalBusiness OutlookProsPeople, salary, location, culture, foodConsThere are not any consShow moreHelpfulShare
5.0Jul 13, 2026Internal consultantCurrent employee, more than 3 yearsSaint Petersburg, FLRecommendCEO approvalBusiness OutlookProsCulture is great, and a lot of opportunity to move up if you’re motivated.ConsThe pay is below average, they make up for it with more flexible WFH and culture.Show moreHelpfulShare