News

Class action lawsuit claims Montana discriminates against out-of-state financial advisers

January 15, 2024/

Law passed in 2019 has collected more than $25 million, lawsuit claims

 

In 2019, the state estimated that around 2,200 of the 108,000 financial adviser licensees were Montana-based, meaning that more than 97% financial advisers registered in the Big Sky State do not live in-state.

 

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