MARY BARBARA MEYERS

MARY BARBARA MEYERS is currently employed as a Broker and/or Investment Adviser at D.A. DAVIDSON & CO. located at 703 Broadway St., Suite 103, Vancouver, WA, 98660.

MARY BARBARA MEYERS has worked at D.A. DAVIDSON & CO. since March 15, 2017

Disclosure History

MARY BARBARA MEYERS has 1 Disclosure Event(s).

Date: January 27, 2000
Category: Customer Dispute
Allegations: CLIENT MEET IN MY OFFICE 7/28/99 TO DISCUSS NEW EMPLOYMENT & EARLY RETIREMENT STRATEGIES & TO MAKE ADDRESS CHANGE ON HIS RECORDS FROM FORMER ER ADDRESS. CLIENT BELIEVES NEW ALLOCATIONS WERE ORDERED ON THAT DATE FOR HIS SEP/IRA INVESTMENTS. (2) REPRESENTATIVE BELIEVES THAT CLIENT COMMITTED TO ANOTHER MEETING TO FINALIZED OVERALL ALLOCAITIONS. TRADES NOT IMPLEMENTED DISPUTE OVER WHAT IS CORRECT. NOTICED ON 1/18/2000
Damage Amount Requested: $27,449.45

More Information

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