Daniel Evan Whitley is currently employed as a Broker and/or Investment Adviser at EDWARD JONES located at 908 1/2 CHARLES ST, FREDERICKSBURG, VA, 22401.
Daniel Evan Whitley has worked at EDWARD JONES since September 27, 2012
Disclosure History
Daniel Evan Whitley has 1 Disclosure Event(s).
Date: January 26, 2015 Category: Customer Dispute Allegations: THE CLIENT ALLEGES THE AMOUNT CHARGED TO HER (IN NOVEMBER 2014) WAS MORE THAN THE FINANCIAL ADVISOR QUOTED. SHE ALSO INDICATES SHE WAS NOT PRESENTED A PROPER PORTFOLIO AND SHE IS UPSET WITH THE PERFORMANCE. Damage Amount Requested: $16,000.00 Broker Comment: AFTER COMPLETION OF THE FIRM'S INVESTIGATION, THE CLAIM WAS DENIED.
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