4.03 Nov 2025Summer internFormer employee, less than 1 yearAtlanta, GARecommendCEO approvalBusiness outlookProsGood people - Pay was good for internship programConsNot a lot of people in officeShow more
5.05 Feb 2026Business development associateCurrent employee, more than 1 yearCharlotte, NCRecommendCEO approvalBusiness outlookProsGreat people if you're on a good team!! Great mentors... people have been here for 30+ years, family members work here - it's a great atmosphere.ConsAny job as an independent financial advisor is going to suck. They have a lot of support here but lots of people still don't stick with it.Show moreHelpfulShare
4.018 May 2026Project managerFormer employeeDallas, TXRecommendCEO approvalBusiness outlookProsVery great company work I really enjoyed working here. Good benefits good time off.ConsNo cons at this time I truly enjoyed working hereShow moreHelpfulShare