Mark Tevebaugh Allegedly Sold Unsuitable Annuity

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Mark Tevebaugh (CRD# 1567001), formerly a broker registered with NEXT Financial Group, is involved in an investor dispute alleging that he provided unsuitable investment advice. MDF Law is investigating the broker, currently registered as an adviser with OneAscent Financial Services, for similar conduct. Investors with complaints should contact us immediately. More information about the financial […]

Kevin Adam Allegedly Misrepresented Annuity

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Kevin Adam (CRD# 2393993), a broker registered with Cetera Advisors, breached his fiduciary duty to place his clients’ interests above his own, according to a recent investor dispute. MDF Law is investigating the Columbus, Missouri-based financial professional for similar conduct. We encourage investors with concerns to reach out to us as soon as possible. Details […]

Understanding Annuity Death Benefits

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Annuity death benefits are not guaranteed. It depends on how the annuity’s payout phase is structured. From a tax perspective, annuities might not be the best option for your beneficiaries.