JORDAN JOHN BOYLE

JORDAN JOHN BOYLE is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 25 E SR 73, SARATOGA SPRINGS, UT, 84043.

JORDAN JOHN BOYLE has worked at LPL FINANCIAL LLC since September 18, 2007

Disclosure History

JORDAN JOHN BOYLE has 1 Disclosure Event(s).

Date: May 31, 2016
Category: Customer Dispute
Allegations: CUSTOMER ALLEGES VARIABLE ANNUITY WAS UNSUITABLE. ACTIVITY PERIOD: 5/19/2015.
Broker Comment: AFTER SUBMISSION OF CUSTOMER COMPLAINT, THE POWER OF ATTORNEY FOR THE CUSTOMER FOLLOWED UP IN WRITING AND STATED THE ADVISOR ACTED "VERY PROFESSIONALLY, AND KINDLY, EXPLAINED TO MY FATHER AND ME THE INTRICACIES OF THE VARIOUS FINANCIAL PRODUCTS THAT YOU BELIEVED COULD BE HELPFUL TO HIM. THESE PRODUCTS WERE APPROPRIATE FOR HIM AT THE TIME." AFTER AN INTERNAL REVIEW, ALLEGATION WAS FOUND TO BE WITHOUT MERIT AND DENIED.

More Information

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