1.0
20 Feb 2020
Former employee
Naples, FL
Recommend
CEO approval
Business outlook
Pros
The company overall is a great company. I’ve met some great FA’s within the company but it’s hard to know how you will mesh with someone until it’s maybe too late.
Cons
If you’re not with the right FA then beware of retaliation of the Financial Advisor especially if they are a high level. If they bring in revenue you can contact HR about their behavior but nothing will be done because the company wants the money.