Has anyone dealt with something like this? I'm not sure what my options are.
financial advisor churning account. I've been dealing with this for about 13 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?
NAL, but from what I've read, you should document everything. That said, definitely get a lawyer to look at the specifics.
Licensed attorney — a few thoughts. Here's my take on the legal issues.
There are several legal theories that could apply here. The strongest is probably the relevant statute, which requires showing actionable.
I'd recommend documenting everything in writing from this point forward. Keep copies of all communications.
I've dealt with this before.
In my case, it took about 2-4 months to resolve. The key was hiring an attorney to send the initial letter.
Just want to point out — the statute of limitations might be a factor here. In some states it's as short as 1-2 years. Don't sit on this too long.
Not a lawyer, but I have direct experience with this.
What worked for me was escalating to a supervisor/manager. It took 1-3 months but was worth it.
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