2.011 June 2020idealAdvisorCurrent employeeRecommendCEO approvalBusiness outlookProsit has great benefits and payConsit needs better management and structureShow more
4.04 Oct 2018Very Ethical and Fair ManagementFinancial plannerFormer employee, more than 1 yearSan Diego, CARecommendCEO approvalBusiness outlookProsNew employee training and mentoring programConsOutdated lead generation techniques and inadequate budget and firm leads to feed new advisors.Show more
5.026 July 2017Dream companyFinancial services representativeFormer employee, more than 3 yearsLa Jolla, CARecommendCEO approvalBusiness outlookProsExcellent, supportive, talented team.ConsNot really a con but it's a really challenging business.Show more
