2.0
16 Feb 2018
Anonymous employee
Former employee
Recommend
CEO approval
Business outlook
Pros
Choice of products to sell to your clients including access to insurance providers and mutual funds.
Cons
Company is an insurance brokerage firm and not a wealth management firm. Support staff is meager and advisors have to pay for everything including computer, office supplies, platform fees, and office support. Company does not really care about its clients rather it really cares about top line revenues. Payout percentage is substandard.