The client alleges she was never told that the investment she made was an annuity and that an investment in petroleum was a bad investment.

$25,000.00

The client fully understood all of the recommendations. The recommendations were suitable at the time. The client's main objective was current income and that was the basis for the recommendations. The client was receiving current income. The activity took place in 2015 and six months later in January of 2016, the client transferred all assets.