Fine - Financial Advisor (Registered Representative) TruStage Employee Review

3.0
27 June 2025
Recommend
CEO approval
Business outlook

Pros

I think moving everything over to LPL in 2022 was a great decision, even if it was more complicated and took longer than expected Grid is a little worse than a wirehouse, but constant stream of bank referrals make up for it

Cons

Dependent on the bank/credit union program you located in. Some are great, some are terrible. Average client size will likely be smaller due to bank demographics; you will have a higher volume practice and must adapt Mostly writing this review to get access to Glassdoor data

Explore other reviews about TruStage

5.0
16 June 2026
Recommend
CEO approval
Business outlook

Pros

Flexible work environment, good salary and mission

Cons

Remote work standards vary team to team

1.0
19 June 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Used to be a great company to work for until about a year ago.

Cons

I have worked for TruStage for over 10 years. They recently made the decision to outsource a large amount of employees to another company- Wipro. 120 people lost their jobs at Trustage and TruStage signed an non-compete between themselves and Wipro in which none of the 55 employees who got an employment offer with Wipro could be hired in any other role until September 2027. I lost my health care, my pension, and my job security and TruStage didn’t care at all. I would be wary of working for TruStage as I hear they want to expand to outsource more jobs to wipro/india. It’s a disgrace the way they handled the outsourcing of loyal, smart, successful employees.

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