JOSEPH LEE BERRY is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 200 W WARREN ST, TOMAH, WI, 54660.
JOSEPH LEE BERRY has worked at LPL FINANCIAL LLC since December 17, 2012
Disclosure History
JOSEPH LEE BERRY has 1 Disclosure Event(s).
Date: February 23, 2007 Category: Customer Dispute Allegations: CLIENT BELIEVES THAT THE PURCHASE OF THE POLICY WAS ILL-ADVISED AND THAT THE REP LACKED THOROUGH UNDERSTANDING OF STOCK MARKET POTENTIAL, POTENTIAL OF THIS POLICY AS AN INVESTMENT, FEDERAL ESTATE TAX RAMIFICATIONS OF THE INVESTMENT. Damage Amount Requested: $198,640.00
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