GARY JAMES PALMER

GARY JAMES PALMER is currently employed as a Broker and/or Investment Adviser at SUPERIOR FINANCIAL SERVICES, INC. located at 6709 Raymond Rd, Madison, WI, 53719.

GARY JAMES PALMER has worked at SUPERIOR FINANCIAL SERVICES, INC. since April 09, 2013

Disclosure History

GARY JAMES PALMER has 1 Disclosure Event(s).

Date: March 10, 2010
Category: Customer Dispute
Allegations: CUSTOMER ALLEGED THE PURCHASES OF 300 SHARES OF COMMUNITY BANCORP OF NEVADA ON 5/25/2005 WAS UNSUITABLE FOR HER.
Damage Amount Requested: $8,371.00
Broker Comment: I HAD A 50 YEARS RELATIONSHIP WITH MY COUSIN, [CUSTOMER]. SHE CALLED ME FOR YEARS FOR ADVICE. SHE HAD OVER THREE DIFFERENT MUTUAL FUND COMPANIES AND OVER 10 DIFFERENT MUTUAL FUNDS. AGAINST MY ADVICE, SHE INSISTED ON MAKING AN INVESTMENT TO MAKE ENOUGH TO BUY A HOT TUB. I HAD MORE THAN REASONABLE EXPECTATIONS THAT THIS BANK STOCK INVESTMENT OF LESS THAN 5% OF HER NETWORTH WOULD BE SUITABLE FOR STARTING TO GET TO THAT GOAL.

More Information

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