Category: Real Estate Investment Trusts Blog
Erez Law is currently investigating former Cetera Advisors LLC broker James McKinney (CRD# 2100850) who suffered investment losses. McKinney was registered with Cetera Advisors LLC in Tulsa, Oklahoma from 2012 to 2019. In March 2020, FINRA barred McKinney after he … Continue reading
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
According to public records, a former client of Enrique Lopez (CRD# 2209385) filed a FINRA complaint against LPL Financial LLC for Northstar Healthcare Income REIT (real estate investment trust) and other REIT losses. It is alleged that LPL Financial LLC … 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