2.0
21 Oct 2025
Former employee
Houston, TX
Recommend
CEO approval
Business outlook
Pros
The firm has a strong national brand and resources that can be valuable for advisors. Some teams are genuinely collaborative, and there are talented individuals trying to do good work for clients. The hybrid structure allows a degree of flexibility, and the company’s investment platform and marketing tools are well-developed.
Cons
Management structure feels fragmented, with inconsistent communication between leadership and field teams. Expectations are often unclear, and workloads can become unmanageable without adequate staffing or support. Pay and advancement opportunities do not always match the level of responsibility or experience required. Overall morale suffers from high turnover and limited transparency around decision-making.