25 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 DiversyFund with an average rating of 1.0.
Submit a Review"NOTHING. BEWARE. STAY AWAY! What I hated - The pushy attire of the management. They expected more than they were willing to give to the employees. Pathetic people! The CEO MAKES FAKE PROMISES, AND YOU WILL NEVER GET THE GROWTH HE PROMISES. DON'T BELIEVE THE LIAR!"
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."
Investment Advisor Career Rating Comparison
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"
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."
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."
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."
Please give us a one liner to describe this review.
"Paulson Investments, great place to work."
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."
What do you like about working at Merrill Lynch?
"I have had the opportunity to learn the financial business."
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