Can you recover losses investing with D.A. Davidson & Co. broker William Clary (CRD# 2300201)? He has been registered with D.A. Davidson & Co. in Medford, Oregon, since 2009.
William Clary Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
February 2025. “Clients allege that Financial Advisor violated duties through inaction to prevent potential financial exploitation by unknown third parties. 9/3/2024 – 2/10/2025.” The customer is seeking $281,085.40 in damages, and the case is currently pending.
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, D.A. Davidson & Co. may be liable for investment or other losses suffered by William Clary’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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