Fine - Financial Advisor (Registered Representative) TruStage Employee Review

3.0
27 Jun 2025
Recommend
CEO approval
Business outlook

Pros

I think moving everything over to LPL in 2022 was a great decision, even if it was more complicated and took longer than expected Grid is a little worse than a wirehouse, but constant stream of bank referrals make up for it

Cons

Dependent on the bank/credit union program you located in. Some are great, some are terrible. Average client size will likely be smaller due to bank demographics; you will have a higher volume practice and must adapt Mostly writing this review to get access to Glassdoor data

Explore other reviews about TruStage

5.0
6 Jun 2026
Recommend
CEO approval
Business outlook

Pros

-great senior management -good pay -great environment

Cons

-lack of guidance in internship (less direction)

2.0
18 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Competitive pay and good benefits

Cons

Way too much going and l everything is a priority. When concerns are brought up as management is struggling to stay above water daily due to leading multiple teams, having a dozen or more priorities and being in back to back meetings every day, the concerns get brushed off and manager is told to figure it out. Lack of long term departmental vision from Director and constant shift in direction. Director does not care about team members and when concerns brought up from team members through the manager to Director, they get brushed off. So much restructuring going on constantly and leades get replaced every few years due to that. Concerns about more outsourcing down the road as new 3rd party company is starting to take a major application and moving data to their data centers. New major solutions get picked without looking at multiple vendors and any research. Director has a tyrannical leadership style and shuts down conversations and suggestions from management. Director only cares about his image to his peers and people above him and does not care about people reporting to him or people that his managers lead. Management and individual contributors morale is low due to above reasons. Not a good long term place to work.

4
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