Casey Alan Bright is currently employed as a Broker and/or Investment Adviser at EDWARD JONES located at BEAUMONT CENTRE, 3061 FIELDSTONE WAY STE 1100, LEXINGTON, KY, 40513-1772.
Casey Alan Bright has worked at EDWARD JONES since January 07, 2014
Disclosure History
Casey Alan Bright has 1 Disclosure Event(s).
Date: March 23, 2017 Category: Customer Dispute Allegations: The clients allege the Financial Advisor did not inform them of the tax consequences for liquidation of the John Hancock variable annuity in January 2016. Damage Amount Requested: $5,000.00 Settlement Amount: $18,500.00 Broker Comment: Following the firm's investigation into the client's allegations, the matter was resolved in the amount of $18,500.00. The Financial Advisor was not required to contribute to the settlement.
More Information
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