Customer Alleged Barrett Schultz Breached His Fiduciary Duty

Publicly available records published by the Financial Industry Regulatory Authority (FINRA) and accessed on February 27, 2018 indicate that Texas-based McNally Financial Services and Missouri-based ILG Securities Corporation broker/adviser Barrett Schultz has received a pending customer dispute. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Schultz (CRD# 2741114). Barrett Schultz has spent 20 years in the securities industry and has been registered with McNally Financial Services Corporation in San Antonio, Texas since 2012, and with ILG Securities Corporation in Kansas City, Missouri since 2006. Previous registrations include ILG Securities Corporation in Kansas City, Missouri (2005-2006) and USAA Investment Management Company in San Antonio, Texas (1996-2004). He has passed four securities industry examinations: Series 63 (Uniform Securities Agent State Law Examination), which he obtained on May 16, 1996; Series 7 (General…

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