DANIEL MATTHEW WEHNER is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 1370 MORNING AVE, COLUMBUS, OH, 43212.
DANIEL MATTHEW WEHNER has worked at LPL FINANCIAL LLC since February 14, 2018
Disclosure History
DANIEL MATTHEW WEHNER has 1 Disclosure Event(s).
Date: November 02, 2005 Category: Customer Dispute Allegations: CLIENTS ALLEGE CHURNING, MISREPRESENTATION & UNSUITABILITY IN THE SALE OF VARIABLE ANNUITIES Damage Amount Requested: $17,272.00 Broker Comment: CLIENT DID NOT ALLEGE A SPECIFIC DOLLAR AMOUNT. $17272 WAS USED SINCE IT IS THE TOTAL AMOUNT OF THE SURRENDER CHARGES THEY CLAIM TO HAVE INCURRED. AN AFFILIATED THIRD PARTY INVESTIGATED THE COMPLAINT AND FOUND THE CLIENT'S ALLEGATIONS TO BE WITHOUT MERIT.
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