Great place to work in - Financial Advisor Legacy FA Employee Review

5.0
Feb 15, 2018
Recommend
CEO approval
Business Outlook

Pros

Has various platforms to join in, regular coaching sessions with managers and directors. Everyone is friendly and willing to help whenever required.

Cons

Need to travel for lunch but still not too bad

Explore other reviews about Legacy FA

1.0
Dec 9, 2025
Recommend
CEO approval
Business Outlook

Pros

No need to pay rental for office cubicle

Cons

Many claw back if you never read contract

1.0
Mar 27, 2025
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Flexibility as an advisor to pursue the types of clients you want.

Cons

In my opinion, these are the following: Compliance is a headache. Admin staff are poorly trained and often ask stupid questions. Management is stuck in the past and practices a churning turnover culture. They will fire you once you have exhausted your warm contacts. They will force certain products down advisors' throats and in turn expects it to be forced onto clients. When you are no longer able to generate revenue, you will be "forced" to go. Politics here is more colorful than a circus clown. CEO loves to use scare and intimidation tactics and doesn't know how to speak like a human being. Like Donald Trump says, this CEO lacked common sense. He would resort to screaming and raising his voice to get his way. Highly unprofessional human being. There is nothing much to learn besides selling. A waste of time company if you are looking for longevity. Like the late Warren Buffet says, rat poison squared. If you value your time and life and have a book of clients, you might want to consider somewhere else. This company is a one trick pony. Commission structure is also average.

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