KEVIN THOMAS GRADY is currently employed as a Broker and/or Investment Adviser at CAMBRIDGE INVESTMENT RESEARCH, INC. located at 611 N ARGONNE RD, SPOKANE VALLEY, WA, 99212.
KEVIN THOMAS GRADY has worked at CAMBRIDGE INVESTMENT RESEARCH, INC. since September 04, 2014
KEVIN THOMAS GRADY has 1 Disclosure Event(s).
Date: March 25, 2015 Category: Customer Dispute Allegations: THE CLIENT ALLEGES THE RR FAILED TO THOROUGHLY EXPLAIN THE ANNUITY SHE PURCHASED AND BELIEVES IT TO BE UNSUITABLE. Damage Amount Requested: $90,000.00 Broker Comment: RR HAD MULTIPLE MEETINGS WITH THE CLIENT REVIEWING THE PRODUCT AND WENT OVER THE SPECIFICS OF HOW A SINGLE PREMIUM IMMEDIATE ANNUITY WORKS INCLUDING THE PROS AND CONS. RR AND CLIENT COVERED ALL THE DETAILS OF THE SPECIFIC MASS MUTUAL LIFE (MML) PRODUCT SHE PURCHASED USING MML'S FIXED INCOME ANNUITY QUOTE. THE CLIENT WAS IN FULL AGREEMENT WITH THIS TRANSACTION AND UNDERSTOOD THE TERMS.
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