WILLIAM REX BAHNEY is currently employed as a Broker and/or Investment Adviser at UBS FINANCIAL SERVICES INC. located at 1161 WEST RIVER STREET, SUITE 340, BOISE, ID, 83702-7065.
WILLIAM REX BAHNEY has worked at UBS FINANCIAL SERVICES INC. since April 24, 2009
Disclosure History
WILLIAM REX BAHNEY has 1 Disclosure Event(s).
Date: September 21, 2012 Category: Customer Dispute Allegations: TIME FRAME: MAY 31, 2011 TO MAY 31, 2012 CLIENT'S ATTORNEY ALLEGES THE FINANCIAL ADVISORS TOLD HIS CLIENT HE WOULD MAKE AT A MINIMUM 4 TO 6% RETURN ON THEIR INVESTMENT. THE CLIENT'S ATTORNEY FURTHER ALLEGES THAT THE PORTFOLIO WAS ALLOCATED TO EQUITY INVESTMENTS WAS PATENTLY UNREASONABLE GIVEN THE CLIENT'S AGE AND INVESTMENT GOALS. THE CLIENT'S ATTORNEY FINALLY ALLEGES THAT THE ADVISORS FAILED TO FOLLOW HIS CLIENT'S INSTRUCTIONS FOR A "BUCKET SCENARIO" TO INVESTING. Damage Amount Requested: $100,000.00 Broker Comment: WE DENY EACH AND ALL OF THESE ALLEGATIONS AND CONSIDER THEM TO BE WITHOUT MERIT. WE WILL AGGRESSIVELY DEFEND OURSELVES WITHOUT RESERVATION.
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