3.0
Jun 27, 2025
Current employee, more than 5 years
New York, NY
Recommend
CEO approval
Business Outlook
Pros
I think moving everything over to LPL in 2022 was a great decision, even if it was more complicated and took longer than expected Grid is a little worse than a wirehouse, but constant stream of bank referrals make up for it
Cons
Dependent on the bank/credit union program you located in. Some are great, some are terrible. Average client size will likely be smaller due to bank demographics; you will have a higher volume practice and must adapt Mostly writing this review to get access to Glassdoor data