Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Terry Cutrer (Cutrer), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Cutrer 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 $25,935.00 on April 01, 2020.
Client alleges financial advisor misrepresented the potential tax implications on the 2019 IRA distributions.