There are options for clients of Triad Advisors LLC broker Jason Lavigne (CRD# 4499856), who is accused of alternative investment losses. He has been registered with Triad Advisors LLC in Easton, Pennsylvania, since 2014, and Blue Water Financial LLC in Easton, Pennsylvania, since 2014.
Jason Lavigne Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
November 2023. “The Claimants allege that the financial professional sold them alternative investments that were unsuitable.” The customer is seeking $203,000 in damages, and the case is currently pending. The complaint was regarding real estate investment losses, and it took place while he was registered with Triad Advisors LLC.
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, Triad Advisors LLC may be liable for investment or other losses suffered by Jason Lavigne’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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