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23 Investment Advisor Reviews

Investment Advisors give their job an average rating of 3.7 out of 5.0. The Investment Advisors happiest with their jobs are employed by Morgan Stanley with an average rating of 4.3 while the Investment Advisors least happy with their jobs work for David Lerner Associates with an average rating of 1.8.

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Investment Advisor at Aspen Capital Management
in Saint George, UT
Person You Work For 5 / 5 People You Work With 4 / 5 Work Setting 5 / 5
Support You Get 4 / 5 Rewards You Receive 3 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Investment Advisor at Primerica
in San Marcos, CA

Please give us a one liner to describe this review.

"It was a great experience!"

What do you like about working at Primerica?

"The opportunity is great for anyone trying to gain a lot of experience and credentials."

Do you have any tips for others interviewing with this company?

"Yes, the company is a great way for you to make yourself highly marketable."

What don't you like about working at Primerica?

"Building other agents is where all the big bucks are at."

What suggestions do you have for management?

"None, the management team is great and they make sound decisions."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 3 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Investment Advisor at David Lerner Associates
in Boca Raton, FL

Please give us a one liner to describe this review.

"I did not enjoy working for this company"

What do you like about working at David Lerner Associates?

"I did not like working at this company. I found the corporate culture undesireable"

Do you have any tips for others interviewing with this company?

"Be thorough in your due diligence of the company and its management"

What don't you like about working at David Lerner Associates?

"The corporate culture and growth opportunities were not very impressive"

What suggestions do you have for management?

"Management should be better trained and versed in investment advisory"

Person You Work For 3 / 5 People You Work With 2 / 5 Work Setting 1 / 5
Support You Get 1 / 5 Rewards You Receive 1 / 5 Growth Opportunities 1 / 5
Company Culture 1 / 5 Way You Work 4 / 5

Investment Advisor Career Rating Comparison

3.7
All Investment Advisors
4.3 Highest Rated Investment Advisors is at Morgan Stanley (1)
1.8 Lowest Rated Investment Advisors is at David Lerner Associates (8)
Investment Advisor at LPL Financial
in Benicia, CA

What do you like about working at LPL Financial?

"The flexability I have with my schedule and producs I offer."

Do you have any tips for others interviewing with this company?

"Currently I have no recommendation or tips for other interviewing with this company."

What don't you like about working at LPL Financial?

"The current lack of back office support and the speed of project completion."

What suggestions do you have for management?

"To make the ease of current technology faster and logical."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 4 / 5
Support You Get 3 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 5 / 5 Way You Work 4 / 5
Investment Advisor at Morgan Stanley
in Los Angeles, CA

Please give us a one liner to describe this review.

"Extraordinary."

What do you like about working at Morgan Stanley?

"I like the people, the clients, and the experience of making a difference financially for my clients."

Do you have any tips for others interviewing with this company?

"Do your research and interview other employees working for the specific office."

What don't you like about working at Morgan Stanley?

"I dislike the culture, the neutralizer management structure, and their inability to motivate the employees."

What suggestions do you have for management?

"They need to understand what the true needs of the employees are, and find a new way to empower them."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 4 / 5
Support You Get 4 / 5 Rewards You Receive 5 / 5 Growth Opportunities 4 / 5
Company Culture 3 / 5 Way You Work 4 / 5
Investment Advisor at Edward Jones
in Tustin, CA

Please give us a one liner to describe this review.

"Edward Jones was a firm stuck in the mud by its conservative culture."

What do you like about working at Edward Jones?

"It was nice that you could be your own boss."

What don't you like about working at Edward Jones?

"Even though you were your own boss, you were still taught that you had to adhere to the Edward Jones culture of selling certain products that a lot of the reps didn't believe in."

What suggestions do you have for management?

"Allow the brokers to truly sell what they believe in, instead of selling what the main office is telling them to."

Person You Work For 4 / 5 People You Work With 3 / 5 Work Setting 3 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 4 / 5
Company Culture 4 / 5 Way You Work 3 / 5
Investment Advisor at Merrill Lynch
in San Diego, CA
Person You Work For 4 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 4 / 5 Way You Work 4 / 5
Investment Advisor at Diversified Financial Concepts
Person You Work For 2.2 / 5 People You Work With 3.8 / 5 Work Setting 4 / 5
Support You Get 2 / 5 Rewards You Receive 2.8 / 5 Growth Opportunities 4.8 / 5
Company Culture 1.6 / 5 Way You Work 4.6 / 5
Investment Advisor at White Pacific Securities
Person You Work For 4.4 / 5 People You Work With 5 / 5 Work Setting 4.5 / 5
Support You Get 2.1 / 5 Rewards You Receive 2.2 / 5 Growth Opportunities 1.4 / 5
Company Culture 4.1 / 5 Way You Work 4.8 / 5
Investment Advisor at MetLife
in Brooklyn, NY
Person You Work For 1.1 / 5 People You Work With 2 / 5 Work Setting 1.1 / 5
Support You Get 1.1 / 5 Rewards You Receive 4.8 / 5 Growth Opportunities 1.4 / 5
Company Culture 1.3 / 5 Way You Work 1.6 / 5
Investment Advisor at Wells Fargo
Person You Work For 4.5 / 5 People You Work With 5 / 5 Work Setting 4.1 / 5
Support You Get 4.5 / 5
Investment Advisor at Paulson Investment
in Newport Beach, CA

Please give us a one liner to describe this review.

"Paulson Investments, great place to work."

Person You Work For 4.9 / 5 People You Work With 4.9 / 5 Work Setting 4.9 / 5
Support You Get 4.9 / 5 Rewards You Receive 4.9 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 4.8 / 5
Investment Advisor at MetLife
in Cincinnati, OH

Please give us a one liner to describe this review.

"You can own your own business."

What do you like about working at MetLife?

"Business ownership."

Do you have any tips for others interviewing with this company?

"Focus on why you want your own business."

What don't you like about working at MetLife?

"Long time between sales."

What suggestions do you have for management?

"Keep up the good reputation."

Investment Advisor at Merrill Lynch

What do you like about working at Merrill Lynch?

"I have had the opportunity to learn the financial business."

Investment Advisor at Prudential
in Atlanta, GA

Please give us a one liner to describe this review.

"Good company , good people."

What do you like about working at Prudential?

"Autonomy in building my financial planning practice."

What don't you like about working at Prudential?

"Cold calling (telephone)."

What suggestions do you have for management?

"Focus more on financial planning and less transactional selling of securities. The sell cycle will be longer but you will sell more."

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