4.022 Apr 2012Financial advisorFormer employeeRecommendCEO approvalBusiness outlookProsGreat product lineup and senior management.ConsStraight commission I did not like.Show more
5.013 June 2026Fee based senior associateCurrent employeeSaint Petersburg, FLRecommendCEO approvalBusiness outlookProsGreat firm. Great culture. Great pay.ConsLots of work. Hard to have a work life balance though they encourage itShow moreHelpfulShare
4.011 June 2026Product ownerCurrent employee, more than 5 yearsTampa, FLRecommendCEO approvalBusiness outlookProsSmall firm feel and easy to stand out as a high performer.ConsThe firm is very old school in promotions and growth so they value tenure over performance.Show moreHelpfulShare