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Contractor Dispute: financial advisor churning account

Started by statute_of_limitations_ed_24 · Oct 30, 2023 · 888 views · 0 replies
For informational purposes only. This is not legal advice. Laws vary by jurisdiction. Consult a qualified attorney for advice specific to your situation.
SO
statute_of_limitations_ed_24 OP

On mobile so apologies for formatting. Looking for advice on a legal issue. Here's what happened.

financial advisor churning account. I've been dealing with this for about 7 months now and the situation isn't improving.

I have already done some research online but did not get a clear answer.

Should I hire a lawyer for this or try to handle it myself?

TC
TaxPro_CPA_14

I went through almost the exact same thing.

The thing that gets people is filing with the appropriate government agency. I'd recommend gathering evidence first instead honestly.