LYNN RONALD WADDELL

LYNN RONALD WADDELL is currently employed as a Broker and/or Investment Adviser at SECURITIES AMERICA, INC. located at 219 BROWN AVENUE, MOTT, ND, 58646.

LYNN RONALD WADDELL has worked at SECURITIES AMERICA, INC. since October 12, 2017

Disclosure History

LYNN RONALD WADDELL has 1 Disclosure Event(s).

Date: November 19, 2004
Category: Customer Dispute
Allegations: AMERICAN EXPRESS WAS NOT PAYNG OUT PROCEEDS OF ONE ANNUITY UPON DEATH OF ANNUITANT. CLIENTS AND LYNN R. WADDELL BOTH UNDERSTOOD THAT ANNUITY WAS SUPPOSED TO PAY OUT AT ELIZABETH HOFF DEATH. WAS JUST A MISUNDERSTANDING BY AMERICAN EXPRESS WHEN CHANGE OF OWNERSHIP TOOK PLACE.
Damage Amount Requested: $34,000.00
Settlement Amount: $2,184.98
Broker Comment: COMPLAIN LETTER DOESN'T EVEN MENTION LYNN R. WADDELL, BUT WAS ACTUALLY A COMPLAINT DIRECT TO AMERICAN EXPRESS FINANCIAL ADVISORS FOR NOT PAYING OUT PROCEEDS TO BENEFICIARIES.

More Information

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