Haselkorn & Thibaut, P.A., operating as Investment Fraud Lawyers, has opened an independent investigation regarding Robin Michelle Hatfield (CRD #7605001), currently registered with Bankers Life Securities, Inc. in Hurricane, West Virginia. Our attorneys are examining recent and past customer complaints, disclosures, and suitability of investment recommendations made by Ms. Hatfield. If you are an investor who worked with Robin Hatfield and have experienced losses or have concerns about the advice you received, this report is for you. We offer a free, confidential review at 1-888-885-7162.
Who Is Robin Michelle Hatfield?
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Robin Michelle Hatfield is a registered broker and investment adviser. She has been with Bankers Life Securities, Inc. since 2017 and operates from the firm’s Hurricane, West Virginia office. According to her FINRA BrokerCheck record, Ms. Hatfield holds Series 6, 63, and 65 licenses, permitting her to sell variable annuities and other investment products. Before joining Bankers Life, she worked at Southeastern Investment Group, Inc. from 2008 to 2017.
As of June 2024, her BrokerCheck profile reflects an active registration and is free of regulatory or disciplinary actions. However, our review has identified significant investor complaints and red flags detailed below.
Red Flags: Customer Disputes and Complaints Against Robin Hatfield
When considering entrusting your finances to any advisor, it is critical to examine their client complaint history. Robin Hatfield’s BrokerCheck report lists several notable disclosures and investor claims, which our attorneys summarize here:
| Date Filed | Type | Allegations | Claimed Damages | Status/Outcome |
|---|---|---|---|---|
| April 9, 2026 | Customer Dispute | Recommendation to surrender a variable annuity and purchase a Bankers Life Flexible Premium Bonus Indexed Annuity. Alleged false or misleading information was given about features and fees. | $115,173.47 | Pending |
| April 2022 | FINRA Arbitration | Alleged unsuitable recommendation of variable annuities and excessive fees. | $50,000 | Settled pre-hearing for $15,000 (no admission of wrongdoing) |
| September 2019 | Civil Suit (State Court) | Misrepresentation in retirement-planning projections. | Not specified | Dismissed; no payment or sanction |
- No FINRA disciplinary actions, suspensions, or regulatory fines are reported at this time.
- No personal bankruptcies, unsatisfied tax liens, or civil judgments on record.
What Do These Disclosures Mean for Investors?
Even a single customer complaint on an advisor’s record can be a source of concern, especially when it involves alleged misleading information or unsuitable investment recommendations. In Ms. Hatfield’s case, the claims are particularly significant:
- Multiple allegations of misrepresentation and excessive fees tied to the sale or surrender of variable annuities.
- Ongoing client dispute seeking over $115,000 in damages, related to alleged false or misleading disclosures around annuity features and costs.
- History of settled FINRA arbitration (no admission of fault) and a dismissed state court complaint.
Whether these activities rise to the level of negligence, misrepresentation, or broader unsuitability can depend on the specific facts. That’s why our firm reviews all available evidence and applies our insider knowledge gained from decades defending broker-dealers to aggressively advocate for investor recovery today.
Understanding Your Rights: FINRA Rules and Regulation Best Interest
The investment advice you receive is governed by strict industry rules and regulations designed to protect you from harm. The most relevant for annuity sales and exchanges are:
- FINRA Rule 2330 – Applies to deferred variable annuities, requiring disclosure of features, costs, and surrender charges, and mandates robust supervision.
- FINRA Rule 2111 – Brokers must ensure investment recommendations are suitable for your individual risk tolerance, liquidity needs, time horizon, and investment experience.
- Regulation Best Interest (Reg BI) – Since 2020, broker-dealers must act in your best interest at the moment of each recommendation. This means:
- Disclosure of all material facts, fees, and conflicts of interest.
- Exercise of reasonable diligence, care, and skill.
- Identification and mitigation of conflicts of interest.
- Effective compliance policies and documented review processes.
Failure to adequately disclose fees, surrender charges, or to recommend suitable annuity products can be grounds for investor recovery.
Why Investors Trust Us to Fight for Recovery
As former Wall Street defense attorneys, we bring a uniquely effective perspective to every case. Our attorneys have:
- 98% success rate across hundreds of investor claims
- 95+ years of combined securities law experience
- Over $520 million involved in securities matters
- Designations in the Top 2% peer-reviewed (Martindale-Hubbell AV Preeminent) and recognition as Super Lawyers
- 5.0-star client reviews
- A true “No recovery, no fee” policy
We leverage our experience defending some of the nation’s largest financial institutions to hold broker-dealers to account. You benefit from our insider knowledge and relentless advocacy, whether in arbitration, mediation, or direct negotiation.
Have You Experienced Annuity Losses with Robin Hatfield or Bankers Life Securities, Inc.?
If you invested with Robin Michelle Hatfield of Bankers Life Securities, Inc., especially in annuity products, and have experienced losses or simply have concerns about the information you received, contact our attorneys for a free, confidential consultation. There is absolutely no cost or obligation to have your situation evaluated. We can review your documentation, explain your rights, and advise you on your potential recovery options.
Don’t let unanswered questions or market losses turn into regret. Protect yourself and your family’s financial future by reaching out today.
Call us now at 1-888-885-7162 for your no-risk case review.
For the most current information on Robin Hatfield and her registration, visit BrokerCheck before making any further investment decisions. We’re here to help you recover what was lost and restore your trust.
