2.0
Sep 15, 2013
Former employee, more than 1 year
Livonia, MI
Recommend
CEO approval
Business Outlook
Pros
Working for a small independent RIA gives you some flexibilty and working closely with clients is great.
Cons
Costs are too high and the home office needs to hire people who actually know what they are doing. Five different calls - five different answers - it can be very frustrating!