RICHARD THADDEUS LINCOLN is currently employed as a Broker and/or Investment Adviser at WOODBURY FINANCIAL SERVICES, INC. located at 7301 WEST 129TH STREET, SUITE 210, OVERLAND PARK, KS, 66213.
RICHARD THADDEUS LINCOLN has worked at WOODBURY FINANCIAL SERVICES, INC. since June 14, 2016
Disclosure History
RICHARD THADDEUS LINCOLN has 1 Disclosure Event(s).
Date: October 16, 2006 Category: Customer Dispute Allegations: CUSTOMER ALLEGES THAT HE MET WITH THE RR IN AUGUST 2006 AND SIGNED PAPER TO REALLOCATE HIS ACCOUNT AND TO ROLLOVER THE GAIN IN THE POLICY TO AN AMERICAN FUND ACCOUNT. CUSTOMER MAINTAINS THAT THE CHANGES WERE NEVER PROCESSED. CUSTOMER IS REQUESTING TO SURRENDER THE ANNUITY WAIVING SURRENDER CHARGES. Damage Amount Requested: $12,444.77 Settlement Amount: $12,500.00
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