Good Environment and Great People - Financial Services Consultant Legacy FA Employee Review

5.0
3 May 2018
Recommend
CEO approval
Business outlook

Pros

Directors here are very helpful and good coach. Good place for career advancement.

Cons

Pros are more than cons.

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Legacy FA Response
8y
Thanks so much for your review. We've made sure that the Directors have seen your positive comments on their attitude. Great to hear you had a positive learning experience across the past year working with us. Wishing you every success in your your personal targets and goals with us moving ahead!

Explore other reviews about Legacy FA

1.0
9 Dec 2025
Recommend
CEO approval
Business outlook

Pros

No need to pay rental for office cubicle

Cons

Many claw back if you never read contract

1.0
27 Mar 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Flexibility as an advisor to pursue the types of clients you want.

Cons

In my opinion, these are the following: Compliance is a headache. Admin staff are poorly trained and often ask stupid questions. Management is stuck in the past and practices a churning turnover culture. They will fire you once you have exhausted your warm contacts. They will force certain products down advisors' throats and in turn expects it to be forced onto clients. When you are no longer able to generate revenue, you will be "forced" to go. Politics here is more colorful than a circus clown. CEO loves to use scare and intimidation tactics and doesn't know how to speak like a human being. Like Donald Trump says, this CEO lacked common sense. He would resort to screaming and raising his voice to get his way. Highly unprofessional human being. There is nothing much to learn besides selling. A waste of time company if you are looking for longevity. Like the late Warren Buffet says, rat poison squared. If you value your time and life and have a book of clients, you might want to consider somewhere else. This company is a one trick pony. Commission structure is also average.

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