TERRI LYNN LEWIS is currently employed as a Broker and/or Investment Adviser at PRIVATE CLIENT SERVICES, LLC located at 6201 COLLEGE BLVD., 7TH FLOOR, OVERLAND PARK, KS, 66211.
TERRI LYNN LEWIS has worked at PRIVATE CLIENT SERVICES, LLC since April 25, 2018
TERRI LYNN LEWIS has 3 Disclosure Event(s).
Date: June 11, 2010 Category: Customer Dispute Allegations: CUSTOMER ALLEGES REPRESENTATIVE MISREPRESENTED THE SALE OF A VARIABLE ANNUITY AND THAT IT COULD NOT LOSE VALUE. Damage Amount Requested: $10,737.78
Date: January 09, 2008 Category: Customer Dispute Allegations: CUSTOMER ALLEGES AGENT MISREPRESENTED BENEFITS OF THE GUARANTEED MINIMUM INCOME BENEFIT RIDER. Damage Amount Requested: $14,655.91
Date: July 02, 2003 Category: Customer Dispute Allegations: CUSTOMER ALLEGES REPRESENTATIVE MISREPRESENTED SALE OF SURVIVORSHIP VUL POLICY Damage Amount Requested: $6,000.00
All individuals registered to sell securities or provide investment advice are required to disclose customer complaints and arbitrations, regulatory actions, employment terminations, bankruptcy filings and criminal or civil judicial proceedings.
A disclosure includes information about customer disputes, disciplinary events and financial matters on the broker's record as reported by securities regulators, the individual broker, and any involved firms. Some of these items may involve pending actions or allegations that have not been resolved or proven. The presence of a disclosure does not automatically indicate any wrongdoing.
BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.
To view the full report for TERRI LYNN LEWIS, click here.
If you discover any errors or outdated information on this Website, please contact us and we will promptly correct such errors or outdated information.
If BrokerCheck® is the source of such errors or outdated information, please contact FINRA at (301) 590-6500.
Brokersearch.info will not fully remove items from this Website without an applicable court order designating them for removal. Investors rely on the information available on this Website to decide whether to choose or retain a broker or investment adviser.
Upon written request, we may remove certain page(s) from appearing in search engine results using the robots.txt protocol.
When a person searches for your name using Google, Bing, Yahoo! and other search engines the page(s) from Brokersearch.info would not appear in the search results.
Please contact us to learn more about Search Engine Removal.
How to choose a broker or investment adviser. Learn More