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Real members of myALZteam have posted questions and answers that support our community guidelines, and should not be taken as medical advice. Looking for the latest medically reviewed content by doctors and experts? Visit our resource section.

Has Anyone Had Difficulty With A Financial Advisor For Their Spouse?

A myALZteam Member asked a question 💭
Myrtle Beach, SC

Has anyone had difficulty from a financial advisor? My husband is still able to make overall decisions, but his financial advisor refused to change a beneficiary form for 6 weeks for him after he spoke to an attorney and changed his will, etc. The financial advisor has overstepped in the past in my opinion and then reported possible fraud on his account because I was involved in a phone conversation (I have POA). This is very frustrating when others make judgement involved in care and capacity… read more

May 6, 2020
View reactions
A myALZteam Member

Let us know how it goes. Financial POA is a huge responsibility. A good ethical FA
Should be thankful you have accepted this thankless job.
Also research your advisor before you give him a dime. I’m the eyes of the law YOU will be responsible for any issues related to your fiduciary action/inaction.
Best of luck.
Keep us posted.
Share with others what you learn.
Kind Regards,

May 20, 2020
A myALZteam Member

Thanks! I was thinking about it but will do it now

May 15, 2020
A myALZteam Member

I would repot to FINRA. ASAP.

May 14, 2020

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