LYLE FELIX HILL is currently employed as a Broker and/or Investment Adviser at WADDELL & REED located at 175 N 27TH ST STE 1102, SUITE 316, BILLINGS, MT, 59101.
LYLE FELIX HILL has worked at WADDELL & REED since April 19, 1993
Disclosure History
LYLE FELIX HILL has 1 Disclosure Event(s).
Date: March 29, 2016 Category: Customer Dispute Allegations: CLIENT ALLEGES AHT THE ADVISOR MISHANDLED HER ACCOUNT BY FAILING TO REQUEST THE RMD'S FOR THE CLIENTS BENEFICIARY IRA IN 2013 AND 2014 WHICH RESULTED IN TAXES AND PENALTIES OF $48,000 IN 2015. CLIENT IS ASKING FOR W&R TO REIMBURSE TAXES AND PENALTIES. Damage Amount Requested: $48,000.00 Settlement Amount: $18,240.00
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