Category: Real Estate Investment Trusts Blog
Erez Law is currently investigating Independent Financial Group, LLC broker Wenjinn Chang (CRD# 4536266) regarding unsuitable and over-concentrated investments. Chang has been registered with Independent Financial Group, LLC in Rockville, Maryland since 2012. Chang has been the subject of two … Continue reading
Did you suffer REIT investment losses due to investments with Ameritas Investment Company, LLC broker Gary Barth (CRD# 2466996)? Barth has been registered with Ameritas Investment Company, LLC in Kearney, Nebraska since 1994. Real estate investment trusts (REITs) are companies … Continue reading
Erez Law is currently investigating brokers across the country who recommended their clients invest in Northstar Real Estate Income Trust (Northstar Healthcare REIT) or Colony Credit Real Estate Inc. (CLNC). It is alleged that brokers recommended their clients invest in … Continue reading
There are options for clients of former Newbridge Securities Corporation broker Kevin T. Doyle (CRD# 2189452) who suffered investment losses. Doyle has been registered with Aegis Capital Corp. in Mineola, New York since 2017. Previously, Doyle was registered with National … Continue reading
Erez Law is currently investigating Independent Financial Group, LLC broker Jeffrey Nesseth (CRD# 1983482) regarding unsuitable real estate investment trust (REIT) losses. Nesseth has been registered with Independent Financial Group, LLC in Plano, Texas since 2011. REITs are types of … Continue reading
Erez Law is currently investigating former Concorde Investment Services, LLC broker Michele Boyer (CRD# 5046676) regarding non-traded real estate investment trust (REIT) and energy sector losses. Boyer was registered with Capital Financial Services, Inc. in Lakewood, Colorado from 2016 to … Continue reading
In November 2019, a former client of LPL Financial LLC won an award in a FINRA arbitration for compensatory damages for $864,839.70, $340,000 in attorneys’ fees, and $350,000 in damages for losses sustained from non-traded REITs losses. The investors were … Continue reading
Former Securities Service Network, LLC broker Adam Lunceford (CRD# 4686499) faces customer complaints about non-traded real estate investment trusts (REITs). Lunceford has been registered with LPL Financial LLC in Scottsdale, Arizona since 2013. Previously, Lunceford was registered with Securities Service … Continue reading
Erez Law recently filed a FINRA arbitration against Axa Advisors, LLC for losses due to unsuitable investments in Corporate Capital Trust, Inc. and Northstar Real Estate Income Trust II. The customers were clients of Andrew Krakauer (CRD #1613159), who has … Continue reading
Were you the victim of Independent Financial Group, LLC broker Shimshon Plotkin (CRD# 2431863)? Plotkin has been registered with Independent Financial Group, LLC in Chevy Chase, Maryland since 2011. Plotkin has been the subject of eight customer complaints between 2001 … Continue reading