Looking for advice on a legal issue. Here's what happened.
financial advisor churning account. I've been dealing with this for about 16 weeks now and the situation isn't improving.
I have already tried to resolve this directly but the other party is not cooperating.
Do I have a strong case? What should my next steps be?
I specialize in this area of law. Here's my take on the legal issues.
Based on what you've described, you likely have a viable claim under the relevant statute. The standard is whether a reasonable person would find the conduct actionable.
One important thing — there are strict deadlines for filing these claims. Don't wait too long.
I've seen this play out several times in my field.
I ended up filing with the appropriate government agency, which cost about $4-8 but saved me a lot more in the long run.
This happened to me too. Have you tried filing a complaint with the relevant agency? In my case they investigated and it got resolved without needing a lawyer.
Not a lawyer, but I have direct experience with this.
The biggest mistake people make in this situation is having everything documented. I'd recommend keeping a detailed timeline instead.
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