If you have investment losses due the actions of Gilbert Conrad, 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 continues investigating broker Russ Conrad a/k/a Gilbert Russell Conrad (CRD# 2746778) following the filing of several FINRA arbitration claims (no. 23-02737, no. 23-03089, and no. 23-03595), on behalf of numerous investors who are seeking to recover up to $12,000,000 in collective damages, in connection with being recommended to invest in unsuitable and illiquid Alternative Investments.
According to the claims filed, the customers sought low risk, safe, income-producing investments that would protect their principal but also generate income. Instead, Russ Conrad made unsuitable recommendations to invest in various Alternative Investments that were high-risk and lacked liquidity, against the customers’ needs and best interests.
Investors that suffered losses with broker Russ Conrad are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at lawrence@klaymantoskes.com for a free consultation to discuss recovery options.
Gilbert Russell Conrad (CRD# 1432593) is a broker who is currently under investigation for alleged unsuitable recommendations and over-concentration of Alternative Investments. He is also facing multiple customer disputes of investment losses, which have yet to be resolved.
KlaymanToskes encourages investors that suffered losses with Russ Conrad at any of the above referenced firms to contact us for a free, confidential consultation. Our experienced attorneys can review your accounts at no charge to help you determine if you have been a victim of a securities violation, and if you may have a right to compensation.
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 Russ Conrad:
If you suffered losses with Russ Conrad 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.
KlaymanToskes has recently filed a FINRA arbitration claim (no. 23-03089) against broker/investment advisor [Russ Conrad (CRD# 2746778)](http://klaymantoskes.com/broker-investigation/gilbert-russell-conrad-investor-losses-investigation/) on behalf of a retired couple.
The claim seeks to recover up to $5,000,000 in connection with Conrad’s unsuitable recommendations of illiquid Alternative Investments.
The clients, who relied on their investments for retirement income, were seeking low-risk, safe, income-producing investments that would protect their principal. However, Conrad recommended a concentrated portfolio of unsuitable Alternative Investments, many of which have since filed for bankruptcy.
KlaymanToskes has recently filed another FINRA arbitration claim (no. 23-02737) on behalf of an 81-year-old widow.
The claim seeks to recover up to $5,000,000 due to Conrad’s alleged over-concentration of the customer’s funds in speculative and high-risk private placement Alternative Investments.
Over-concentration is when a broker places too much of a customer’s assets in one particular investment or sector, exposing the customer to potential financial risk. Over-concentration is considered a high-risk investment strategy and may not be suitable for all investors, especially those who are retired or seeking low-risk investments.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against Russ Conrad. 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 broker Russ Conrad, or have concerns regarding your investment portfolio at Coastal Equities, Independent Financial Group, Arkadios Capital, Summit Brokerage Services, or J.P. Turner & Company (Cetera), contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.