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Contractor Dispute — financial advisor churning account

Started by frustrated_dev_advice · Jun 9, 2025 · 888 views · 14 replies
For informational purposes only. This is not legal advice. Laws vary by jurisdiction. Consult a qualified attorney for advice specific to your situation.
FD
frustrated_dev_advice OP

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?

RE
RemoteWorker_EU

I've seen this play out several times in my field.

What worked for me was having everything documented. It took 3-6 months but was worth it.

LT
LandlordTom_TX

Not a lawyer, but I have direct experience with this.

The biggest mistake people make in this situation is hiring an attorney to send the initial letter. I'd recommend being patient with the process instead.

HM
help_me_tenant_2022

I had a similar issue and ended up consulting with an attorney. It was worth the $200-300 for the initial consultation just to understand my rights.

IG
InsuranceGuy_FL

I went through almost the exact same thing.

In my case, it took about 3-6 months to resolve. The key was having everything documented.

JC
just_curious_tenant_2024

Following this thread — I'm in a very similar situation. Would love to hear how it turns out.

AF
asking_for_friend_creator_help

I had a similar issue and ended up consulting with an attorney. It was worth the $200-300 for the initial consultation just to understand my rights.

PN
Photographer_NYC

Been there. Here's what I learned.

I ended up escalating to a supervisor/manager, which cost about $1-3 but saved me a lot more in the long run.

TL
Mod_TermsLaw Moderator

I practice in this area. Here's my take on the legal issues.

The legal framework here involves both federal and state law. At the federal level, the relevant statute. Your state may provide additional protections.

The practical consideration here is cost vs. potential recovery. For disputes under $10K, small claims court is often the best route.

JC
just_curious_employee_TX

NAL, but from what I've read, you should document everything. That said, definitely get a lawyer to look at the specifics.

PN
Photographer_NYC

Been there. Here's what I learned.

What worked for me was filing with the appropriate government agency. It took 4-8 months but was worth it.

MA
MusicProducer_ATL

I've dealt with this before.

In my case, it took about 3-6 months to resolve. The key was having everything documented.

TF
TechStartup_Founder

I've seen this play out several times in my field.

I ended up hiring an attorney to send the initial letter, which cost about $2-4 but saved me a lot more in the long run.

OD
OpenSourceLawyer_Dan

Been there. Here's what I learned.

What worked for me was filing with the appropriate government agency. It took 4-8 months but was worth it.

TA
TenantRights_Advocate

I went through almost the exact same thing.

The biggest mistake people make in this situation is filing with the appropriate government agency. I'd recommend gathering evidence first instead.

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