Haselkorn & Thibaut Investigates Matthew Wilkes of Trustfirst Over Suspect Life Insurance Recommendations
Matthew Wilkes, a former financial advisor at Trustfirst, is facing allegations of recommending unsuitable premium-financed life insurance policies and failing to properly explain their risks to clients. The claimants also allege that Wilkes later made inappropriate recommendations to change insurance providers. According to Wilkes’ FINRA BrokerCheck report, the customer dispute was filed on January 12, […]

