5.04 Dec 2023Financial professionalCurrent employeeDallas, TXRecommendCEO approvalBusiness outlookProsGreat culture and growth opportunity.ConsYou have to be willing to put in the work to create a business.Show more
5.02 Apr 2026Branch managerCurrent employee, more than 8 yearsFort Myers, FLRecommendCEO approvalBusiness outlookProsCompensation structure, product availability, brokerage system, overall tools, open structure to do best for your clientsConsSupport staff are more hands off, not a lot of in house support staff members.Show moreHelpfulShare
3.02 Jun 2026Financial advisorFormer employee, more than 8 yearsMelville, NYRecommendCEO approvalBusiness outlookPros- Great place to go to get full licensed quickly - You create and build your own businessCons- No real base - if you don't have a solid network or don't work close with a senior advisor you won't make it. - High turn over rateShow moreHelpfulShare