Heafner: Investment disaster ‘couldn’t have been foreseen’
High-profile financial adviser Jim Heafner says he, too, lost ‘significant’ money in investment that will be ‘the one black mark on my career’
This article appeared in the Sept. 4,…
High-profile financial adviser Jim Heafner says he, too, lost ‘significant’ money in investment that will be ‘the one black mark on my career’
This article appeared in the Sept. 4,…
Jim Heafner, who dispensed financial wisdom on Charlotte TV and radio, gave bum advice to clients, legal filing says
The following article appeared in the Aug. 28, 2019, edition of…
The following are legal documents in a court case mentioned in the Aug. 28, 2019, edition of the Charlotte Ledger.
Heafner’s complaint against Baker Wealth Management:
5.24.19-FS-ComplaintDownload
Baker’s response with new allegations…