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i would like to know what can be done about my financial adviser. what he has done absolutely must be fraud, poor ethics, a flat out lie or total incompetence. let me explain. i took out a number of annuities with ed fredericks 500 post road westport ct. this is how he exactly explained the way they...
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Mark Lester dropped my mom when she needed jer help the most. Mr.lester bowed out of my moms account. My dad passed and my brother and o were anxiois to know if she was financially stable. In stead of tlking to my he dump us xiting the family made him umcomfortable and…
I was an advisor that was “purchased” last year by a LPL merger. They rant and raves how good their service was to us the advisor. I found out in 25 days of the official acquisition that this was not the case. I was hit for some licensing fees and when I called the licensing department they...
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As usual at tax time, I opted to reduce my tax burden by sending some money to my traditional IRA, held in a mutual fund. As it happens, my broker of many years had recently changed his affiliation to LPL Financial (not having any reason to doubt his choice, I signed the paperwork to accept the related...
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