1.0
Jan 17, 2026
Current employee
Recommend
CEO approval
Business Outlook
Pros
Great company, great learning in the financial industry if you are new. The company has a good headquarters with skilled personnel for every department, very friendly and patient to help
Cons
Toxic, hostile, moody FAs who can be controlling and bossy. Or the other end of the spectrum, FAs who don't care about anything and let the BOAs to fend for themselves. Not conducive for a BOA new in this industry, it shakes your morale