3.0Aug 18, 2010Financial advisorFormer employeeSaint Petersburg, FLRecommendCEO approvalBusiness outlookProsGreat Firm to work forConsPayout, and lack of sophisticated financial planning softwareShow more
5.0Jun 13, 2026Fee based senior associateCurrent employeeSaint Petersburg, FLRecommendCEO approvalBusiness outlookProsGreat firm. Great culture. Great pay.ConsLots of work. Hard to have a work life balance though they encourage itShow moreHelpfulShare
4.0Jun 11, 2026Product ownerCurrent employee, more than 5 yearsTampa, FLRecommendCEO approvalBusiness outlookProsSmall firm feel and easy to stand out as a high performer.ConsThe firm is very old school in promotions and growth so they value tenure over performance.Show moreHelpfulShare