5.0
12 June 2026
Former employee, more than 8 years
Los Angeles, CA
Recommend
CEO approval
Business outlook
Pros
Great benefits, leadership, culture, compensation system and autonomy This is a firm that has found a way to put together great people and products in a particular channel. Compensation can be highly rewarding especially for advisors who have their own business unit They have refined their craft over many years and it is highly rewarding. The firm has been in growth mode for years despite all the unknowns of the market. A rare quality.
Cons
As a full remote employee, I can sometimes lack the support of the home office especially since I am in a different time zone