American Portfolios

American Portfolios Reviews

3 Reviews
3 Reviews

Recommend to a friend
Approve of CEO
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Lon T. Dolber
2 Ratings

    A good company but sadly the OSJ was a dud.

    Former Employee - Financial Advisor
    Former Employee - Financial Advisor

    I worked at American Portfolios full-time (more than 3 years)


    The back office was friendly and helpful. The CEO was a producer so he knows the challenges we face as advisors so he and his team do their best to streamline the processes as much as possible within the regulatory guidelines. The technology was easy to understand and implement.


    My OSJ was only concerned about himself and not the advisors in his group.

    Advice to ManagementAdvice

    Do a better job managing the OSJ's

    Approves of CEO

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Additional Info

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Headquarters Holbrook, NY
Size 50 to 149 Employees
Founded Unknown
Type Company - Private
Industry Finance
Revenue Unknown / Non-Applicable per year
Competitors Unknown

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American Portfolios

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