4.0
Jan 25, 2018
Anonymous employee
Current employee, more than 8 years
Charlotte, NC
Recommend
CEO approval
Business Outlook
Pros
Growing firm with great outlook. Has the size and scale to weather the current regulatory storm.
Cons
Lots of talk about being in business to support the independent advisor but the company as a whole seems to forget that the advisor is our client. The client should come first.