CPA/Accountant Liability — financial advisor churning account

Started by newbie_freelancer_legal · Aug 18, 2025 · 605 views · 2 replies

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

newbie_freelancer_legal OP Jan 24, 2025

I've been trying to resolve this on my own but I'm stuck.

financial advisor churning account. I've been dealing with this for about 10 weeks now and the situation isn't improving.

I have already consulted briefly with a lawyer but got conflicting advice.

What are my legal options here? Is it worth pursuing?

anon_creator_2026 Feb 2, 2025

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

first_time_dev_2023 Jan 25, 2025

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.

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