According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker David Wilson (Wilson), currently associated with LPL Financial LLC, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Wilson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a settled customer complaint with a damage request of $300,000.00 on July 23, 2020.
In his written complaint letter dated July 23, 2020, the customer claims that David Wilson provided him with false information in order to induce him to purchase a variable annuity in 2014.
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