Independent Capital Management Reviews | Glassdoor

Independent Capital Management Reviews

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Found 69 reviews

4.5
StarStarStarStarStar
Rating TrendsRating Trends
82%
Recommend to a Friend
97%
Approve of CEO
Independent Capital Management CEO Drew Marloe
Drew Marloe
45 Ratings
Pros
  • "ICM is a great place to start a financial services career(in 5 reviews)

  • "Growth within the office comes to those who are willing to put in the work and have a strong entrepreneurial spirit(in 3 reviews)

Cons
  • "Phone calling, Marketing, Networking, Constant Training, Compliance, and whatever it takes to learn the business and industry(in 2 reviews)

  • "(in 2 reviews)

More Pros and Cons
  1. "Great to see a company help middle America"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Manager in Costa Mesa, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Independent Capital Management full-time for more than 9 years

    Pros

    Unlimited earning potential while working for an established 30+ year old stable / independent company

    Cons

    Easy to become comfortable

    Advice to Management

    Keep bringing motivated younger employees into the business and be willing to train them

  2. Helpful (1)

    "Financial Advisor"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Newport Beach, CA

    I have been working at Independent Capital Management full-time for more than a year

    Pros

    Excellent Training and Culture. Management goes above and beyond to foster a welcoming environment.

    Cons

    N/A- well run ship here.

  3. Helpful (5)

    "Division Manager-Registered Principal/Investment Advisor/Board of Directors"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Division Manager-Board of Directors in West Covina, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Independent Capital Management full-time for more than 20 years

    Pros

    ICM is a Great Place to build a Career and Business. We help with getting Advisors licensed and fully Trained to build a Long Term Career in the Financial Services Industry. Our Managers Goal is to help our Advisors. You must be willing to put the time and EFFORT to learn the business. You can find Long Term SUCCESS with our company and industry with Time and Effort. Independence is also very Important to help clients...

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    Cons

    You have to pass tests and get licensed to work as an Advisor in our Industry. Must have a good background and Credit history. Once licensed, you must follow through with what you said you would do in the interview process. Phone calling, Marketing, Networking, Constant Training, Compliance, and whatever it takes to learn the business and industry. The Income will follow. Some people take the Salary Option. Most...

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    Independent Capital Management Response

    July 2, 2018President

    Thank you for taking the time to review! It's because of your hard work and dedication that we have this shared success. Thank you for choosing to bring your talents to ICM.

  4. Helpful (2)

    "Great place to be at!"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Administrative Assistant in West Covina, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Independent Capital Management full-time for more than 2 years

    Pros

    I have regular work hours to be with my family, and there is a lot of opportunity for career growth with this company.

    Cons

    I haven’t came across any cons.

  5. "Financial Advisor Position Review"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee 
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I have been working at Independent Capital Management full-time

    Pros

    A good training program and enjoyable work environment, lots of help available from an advise perspective.

    Cons

    Strong reliance on knowing contacts and very much are building your own business, and in that aspect, you are on your own, more or less.

    Advice to Management

    Put more emphasis on the actual difficulty of getting the income stream going, as opposed to the earning potential.

  6. Helpful (1)

    "Great place to work - Awesome co-workers"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee 
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Independent Capital Management full-time for more than 4 years

    Pros

    We have flexible working hours as long as you hit your targets I feel comfortable approaching Senior Leadership when I need advice The managers are always available, engaged, & take employee suggestions seriously Clear path for career advancement Constant, ongoing in-office training Smart & fun colleagues who want to see everyone succeed No product limitations

    Cons

    This job is not for everyone... self-starters only. Obtaining industry licenses & building your BOB requires self-discipline.

    Independent Capital Management Response

    February 5, 2018President

    Thank you for sharing your experience at ICM. It's because of your hard work and dedication that we have this shared success.

  7. Helpful (1)

    "Financial Advisor"

    StarStarStarStarStar
    • Overall
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in South Pasadena, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Independent Capital Management full-time for more than a year

    Pros

    Mentorship. The managers always have your best interest in mind, and want to see you succeed.

    Cons

    Occasionally people are resistant to talk with you about their financial plan.

    Advice to Management

    Continue to support and encourage!

    Independent Capital Management Response

    February 5, 2018President

    Wow, such great feedback to hear. Our managers truly are committed to our success. Thank you for noticing!

  8. Helpful (1)

    "Great opportunity"

    StarStarStarStarStar
      Current Employee - Anonymous Employee 
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Independent Capital Management full-time for more than 6 years

      Pros

      Love helping people. Great to be with an independent company that is always looking out for the best interests of our clients.

      Cons

      Not everyone listens to what we recommend. Regulators are limiting what clients we can help now. I want to be able to help everyone.

      Advice to Management

      Keep supporting all of us the way you do

      Independent Capital Management Response

      February 5, 2018President

      We are happy to hear that's been your experience. Thank you for choosing to bring your talents to ICM.

    • Helpful (4)

      "financial advisor"

      StarStarStarStarStar
      • Overall
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Anonymous Employee 
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Independent Capital Management full-time

      Pros

      ability to help people free from proprietary products

      Cons

      I cannot think of any downsides since it is an entrepreneurial position and it is really up to me and not the company for my success

      Independent Capital Management Response

      February 5, 2018President

      Thank you for taking the time to review! ICM is 100% independent, so our advisors always create custom tailored solutions for their clients.

    • Helpful (2)

      "Great company to work for!"

      StarStarStarStarStar
      • Overall
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Supervisor in San Diego, CA
      Recommends
      Approves of CEO

      I have been working at Independent Capital Management full-time for more than a year

      Pros

      ICM will give you the training and tools you need in order to succeed in this industry. I feel valued and appreciated as an employee. I enjoy the independence that comes with working at ICM. I run my own business and don't feel like I have a boss looking over my shoulder all the time. However, when I do need help or have questions, everyone is willing to help.

      Cons

      It does take hard work and sometimes long hours if you want to do well, especially starting out. If you aren't willing to work hard or make phone calls, this job is probably not the best fit for you. For those who are willing, your hard work will pay off.

      Advice to Management

      The time you invest in training new reps that are coming in does pay off. I felt valued and wanted to work hard because of how much time the managers freed up their schedule to help me.

      Independent Capital Management Response

      February 5, 2018President

      THANK YOU! With your extensive industry experience, it's great to hear your feedback on our company and culture. We are proud of our flexibility & our many career advancement opportunities.

    Found 69 reviews