4,0
21 ott 2016
Dipendente attuale, più di 5 anni
Santa Monica, CA
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
There was a strong business structure within the Firm. I am able to help empower clients to become financially independent. I run my own financial planning practice.
Svantaggi
It is a commission only advisor position. New ownership is taking the Firm in a different direction, philosophically. No leads or marketing given, as every client I made was done through my sole efforts.