KEVIN HAROLD LAMSON is currently employed as a Broker and/or Investment Adviser at AMERICAN PORTFOLIOS ADVISORS, INC located at 4250 VETERAN'S MEMORIAL HIGHWAY, 4TH. FLOOR, SUITE 420E, HOLBROOK, NY, 11741.
KEVIN HAROLD LAMSON has worked at AMERICAN PORTFOLIOS ADVISORS, INC since November 22, 2011
KEVIN HAROLD LAMSON is also currently employed as a Broker and/or Investment Adviser at AMBASSADOR ADVISORS, LLC located at 1755 OREGON PIKE, , LANCASTER, PA, 17601 since January 01, 1970
KEVIN HAROLD LAMSON is also currently employed as a Broker and/or Investment Adviser at AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. located at 620 E. OREGON ROAD, LITITZ, PA, 17543 since January 01, 1970
Disclosure History
KEVIN HAROLD LAMSON has 1 Disclosure Event(s).
Date: July 12, 2005 Category: Customer Dispute Allegations: CLIENT ALLEGES THAT HIS AGENTS MISREPRESENTED THE CONVERSION OF $50,000 OF HIS 1987 LIFE INSURANCE POLICY INTO A NEW VARIABLE ANNUITY CONTRACT. CLIENT ALLEGES THAT THE AGENTS NEVER MENTIONED THE ACCUMULATED INTEREST WOULD BE DEDUCTED FROM THE DEATH BENEFIT OF THE ORIGINAL POLICY. CLIENT FURTHER ALLEGES THAT THIS WAS NOT THE POLICY HE WAS LED TO BELIEVE HE HAD BOUGHT OTHERWISE HE WOULD HAVE NEVER CONSIDERED THIS CONVERSION. CLIENT IS ASKING THE FIRM TO RETURN THE POLICY TO ITS ORIGINAL FORM, WITH NO PENALTY, AND ALL APPLICABLE INTEREST CREDITED. DAMAGES ARE UNSPECIFIED. Settlement Amount: $268.22 Broker Comment: THE FIRM FOUND NO BASIS TO THE CUSTOMER COMPLAINT. BASED ON APPEAL LETTER AND IN ORDER TO RESOLVE ANY MISUNDERSTANDING, THE INSURANCE CARRIER AGREED TO SURRENDER THE CONTRACT FOR THE NET CASH SURRENDER VALUE AS OF 12/07/05 AND APPLY THE PROCEEDS TO REPAY THE LOAN BALANCE AGAINST ANOTHER POLICY.
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