If you have investment losses due the actions of broker Angelo Talebi, contact the investment loss attorneys at KlaymanToskes today at +1 (888) 997-9956 or request a free case evaluation to determine if you are eligible for recovery.
National investment loss lawyers KlaymanToskes is investigating broker Angelo Talebi of Beverly Hills Financial Planners (CRD# 2243829), following the filing of over 40 customer complaints against the Beverly Hills, California-based financial advisor. The law firm is currently representing a Persian-American investor (Case no. 24-00860) who was a customer of Angelo Talebi that suffered significant investment losses.
According to the lawsuit filed by KlaymanToskes, Talebi represented the alternative investments as low risk to the customer, and failed to explain the significant risk associated with the alternative investments, including lack of liquidity, lack of diversification, and lack of transparency. The alternative investments recommended by Independent Financial Group, through its advisor Angelo Talebi, include but are not limited to the following:
– ARC Healthcare Trust,
– American Realty Capital,
– NYC REIT, Inc.,
– CIM Real Estate Financial Trust, Inc.,
– Cole Credit Property Trust V,
– Healthcare Trust,
– Inland Real Estate Income Trust, and
– New York City REIT, Inc.
The majority of Talebi’s 42 customer complaints are related to his recommendations of unsuitable alternative investments. Other allegations made by Talebi’s customers include misrepresentation, negligence, and overconcentration. 25 customer complaints filed against Talebi have been settled in favor of the investors.
Investors that suffered losses with Angelo Talebi are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at lawrence@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Angelo Talebi (CRD# 2243829) is a broker who is currently under investigation for alleged unsuitable recommendations of Beverly Hills Financial Planners. In 2015, FINRA suspended him for 60 days for executing transactions in a client’s account without proper authorization.
KlaymanToskes is a leading national investment loss law firm that represents the interests of investors throughout the world who have suffered losses due to broker misconduct, investment fraud, and securities violations.
The articles linked below contain important information relating to KlaymanToskes’ investigations of broker Angelo Talebi:
If you suffered losses with broker Angelo Talebi contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.
The firm has helped recover over $600 million* for investors, and can help you determine if your loss is due to financial advisor misconduct, unsuitable investment advice, and/or other securities violations.
*Exclusive of attorneys fees and costs.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Angelo Talebi. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encourage to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with Angelo Talebi, or have concerns regarding your investment portfolio at Beverly Hills Financial Planners, or Independent Financial Group, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.