KURT PATRICK MCCLELLAND

KURT PATRICK MCCLELLAND is currently employed as a Broker and/or Investment Adviser at PFS INVESTMENTS INC. located at 101 FEU FOLLETT RD, STE 115, LAFAYETTE, LA, 70508.

KURT PATRICK MCCLELLAND has worked at PFS INVESTMENTS INC. since August 30, 1996

Disclosure History

KURT PATRICK MCCLELLAND has 2 Disclosure Event(s).

Date: April 12, 2010
Category: Financial
Type: Bankruptcy
Disposition: Discharged
Broker Comment: OUR INCOME HAS BEEN DRASTICALLY DOWN LAST 2 YEARS, AS WELL AS INQUIRED MEDICAL BILLS ON TOP OF OUR NORMAL BILLS.

Date: January 10, 2007
Category: Customer Dispute
Allegations: CUSTOMER ALLEGED THAT I DID NOT GIVE HIM A PROSPECTUS FOR HIS VARIABLE ANNUITY ACCOUNT AND ALLEGED THAT HE DID NOT UNDERSTAND FEATURES OF THE VARIABLE ANNUITY HE PURCHASED IN JULY 2006.
Damage Amount Requested: $85,986.24
Broker Comment: BECAUSE THE CUSTOMER ALLEGED THAT HE HAD NOT RECEIVED A PROSPECTUS, THE ESTIMATE OF DAMAGES CLAIMED IS THE AMOUNT OF SURRENDER CHARGES HE PAID WHEN HE CLOSED HIS ACCOUNT.

More Information

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BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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