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Advisor Accused of Churning Retired Couple's Portfolio
News November 27, 2023 at 04:47 PM
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What You Need To Know
- The suit had claimed the advisor executed over $75 million in trades in a $3.2 million portfolio in 2021.
- The retirees alleged they had lost over $800,000 in 18 months while the market overall did well.
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