5.03 May 2022Two thumbs upAdvisorCurrent employee, more than 5 yearsRecommendCEO approvalBusiness outlookProsJeff is the best. Great guy to work with.ConsNone I can think of honestly.Show more
5.021 Mar 2018Great firmAnonymous employeeFormer employeeRecommendCEO approvalBusiness outlookPros-learn from some of the best advisors in Houston -freedom to build your book how you want -client centric approach -optimistic and positive cultureCons-not an easy industry to break into, not for faint of heart -have to take securities licensing and regulatory examsShow more
5.021 June 2017Financial AdvisorAnonymous employeeCurrent employeeRecommendCEO approvalBusiness outlookProsGreat working environment for Financial Advisors.ConsNo cons that I can think of.Show more