55% would recommend to a friend
Penny Pennington
59% approve of CEO
55% positive business outlook
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Users say... "Great training and a lot of nice financial advisors (FAs) who are interested in your success." "There are alot of benefits for working with a private company and the culture is great." "benefits were good and the pay made you forget about the lack in support they had until you needed it" "Great people and investing philosophy" "Flexibility / Work life balance is great and you’re rewarded for the work you do."
Users say... "The pay is low but it is offset by the flexibility in schedule and internal support to do the job." "Low salary if no bonuses" "long hours in the beginning as you build your business and integrate into your business community." "it is a mere window dressing with a Head of DEI being incapable; GP leadership is poor" "Health insurance is high deductible only and very expensive."