2.0
30 Oct 2023
Former employee, more than 5 years
Austin, TX
Recommend
CEO approval
Business outlook
Pros
You have autonomy. They give people without a financial background a chance at a job. It's a good place to start if you're new to the industry. The sky is the limit for growth.
Cons
Antiquated tools, the pool of investment options and strategies are limited. They train you to knock on doors but, not how to invest money or do your job. For households of over $2million you have limited resources.