Erez Law is currently investigating Gold Coast Securities, Inc. broker Lisa Grosskopf (CRD# 3213930) regarding investment losses. She has been registered with Peak Brokerage Services, LLC in Burbank, California, since 2024. She was registered with Gold Coast Securities, Inc. in Burbank, California, from 2006 to 2024.
Lisa Grosskopf Customer Complaints
She has been the subject of one customer complaint, according to her CRD report:
October 2025. “The claimants claim that they were sold an indexed universal life insurance policy between 2013 and 2017 that was unsuitable for them. The claimants allege that the representative made unsuitable recommendations in that premiums for the policy were withdrawn from qualified accounts causing the claimants to incur IRS early withdrawal penalties. In connection with these recommendations, the claimants allege breach of fiduciary duty, negligence, violations of FINRA rules, misrepresentation, and breach of contract.” The customer is seeking $450,000 in damages, and the case is currently pending. The complaint was regarding insurance losses, and it took place while he was registered with Gold Coast Securities, Inc.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Gold Coast Securities, Inc. may be liable for investment or other losses suffered by Lisa Grosskopf’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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