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

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

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… read more

A myALZteam Member said:

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,

posted 11 months ago
A myALZteam Member said:

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

posted 11 months ago
A myALZteam Member said:

I would repot to FINRA. ASAP.

posted 11 months ago
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