According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Judson Teekell (Teekell), currently associated with M Holdings Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Teekell recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a pending customer complaint with a damage request of $1,000,000.00 on October 18, 2023.
Plaintiff alleges that she was advised to allow her policy to lapse in order to retrieve the cash value of the policy which could be used to fund a new policy with her intended beneficiaries, ultimately resulting in damages.\, \, The action was originally filed in State Court and has subsequently been moved to the Federal District Court for the Western District of Oklahoma.