5.0
5 Feb 2026
Current employee, more than 1 year
Charlotte, NC
Recommend
CEO approval
Business outlook
Pros
Great people if you're on a good team!! Great mentors... people have been here for 30+ years, family members work here - it's a great atmosphere.
Cons
Any job as an independent financial advisor is going to suck. They have a lot of support here but lots of people still don't stick with it.