Independent Financial Group, LLC broker John Kacheong Lee (CRD# 2948622) is accused of non-traded real estate investment trust (REIT) losses. He has been registered with Independent Financial Group, LLC in Pleasanton, California, since 2005. John Kacheong Lee Customer Complaints He … Continue reading
Category: Real Estate Investment Trusts Blog
Erez Law is currently investigating former UBS Financial Services Inc. broker Dimitrios Michelis (CRD# 2920152) regarding real estate investment trust (REIT) losses. He was registered with UBS Financial Services Inc. in New York, New York, from 2011 to 2025. Dimitrios … Continue reading
Can you recover investment losses due to recommendations of former Wintrust Investments broker Anthony Jovanovich (CRD# 2948544)? He has been registered with LPL Financial LLC in Elgin, Illinois, since 2025. He was registered with Wintrust Investments in Elgin, Illinois, from … Continue reading
Erez Law is currently investigating Independent Financial Group, LLC broker Timothy Yee (CRD# 2492578) regarding real estate investment trust (REIT) losses. He has been registered with Independent Financial Group, LLC in Alameda, California, since 2015. He was registered with LPL … Continue reading
Did you lose money investing with former Madison Avenue Securities, LLC broker Robert Fagan (CRD# 1572927) regarding unsuitable investment recommendations? He has been registered with Cetera Advisors LLC in San Diego, California, since 2022, and Cetera Investment Advisers LLC in … Continue reading
Erez Law is interested in speaking with investors who may have suffered losses due to investments with former Sanctuary Advisors, LLC broker Kevin McDougall (CRD# 1848761). He has been registered with Thurston Springer Financial in Indianapolis, Indiana, since 2019, and … Continue reading
Raymond James & Associates, Inc. broker William Bredt (CRD# 1621507) is accused of real estate investment trusts (REITS) losses. He has been registered with Raymond James & Associates, Inc. in West Conshohocken, Pennsylvania, since 1999. William Bredt Customer Complaints He … Continue reading
Former Securities Service Network, LLC broker Adam Lunceford (CRD# 4686499) faces customer complaints for unsuitable investment recommendations. Lunceford has been registered with LPL Financial LLC in Scottsdale, Arizona, since 2013. Previously, Lunceford was registered with Securities Service Network, Inc. in … Continue reading
Were you the victim of Emerson Equity LLC broker Daniel Pikula (CRD# 2563165)? Erez Law Files Claim Alleging in Excess of $5 Million in Damages Erez Law recently filed a FINRA arbitration claim against Emerson Equity LLC. The Erez Law … Continue reading
Erez Law is currently investigating J.W. Cole Financial, Inc. broker Scott Jackson (CRD# 4443921) regarding real estate security losses. He has been registered with J.W. Cole Financial, Inc. in Tampa, Florida, since 2014. Scott Jackson Customer Complaints He has been … Continue reading