Contractor Dispute: financial advisor churning account

I publish illustrative scenarios prepared by my practice. All participants and conversations are fictional. The fictional posts are not posts by real users, accounts of client experiences, or reports of actual results.

Illustrative scenario prepared by my practice.

For informational purposes only. This is not legal advice. Laws vary by jurisdiction. Consult a qualified attorney for advice specific to your situation.

Hypothetical question

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?

Illustrative response

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.

Contractor Dispute: financial advisor churning account

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