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The Washington State Department of Financial Institutions (“WSDFI”) has reported that it has been receiving calls and complaints from customers of Rhonda Breard who have learned their brokerage firm or insurance company has no record of brokerage accounts or annuities they thought they had purchased through Rhonda Breard and Breard & Associates Wealth Management. Customers have told the WSDFI stories similar to the following:
Breard was a licensed broker in Arizona, Michigan, Nevada, New Mexico, North Carolina, Oregon, Washington, West Virginia, and Wyoming, and accordingly the alleged fraud committed by Breard may have widespread implications. If you or someone you know is a victim of Rhonda Breard, it is important to contact qualified, experienced counsel to learn your legal rights and options. Victims of Rhonda Breard have reported that ING has requested from them various documents and information. It is important, however, that former customers of Breard contact counsel before speaking with ING or submitting any documents or information. In our experience, aggrieved investors should contact counsel before agreeing to speak with the brokerage firm. If litigation against ING ensues, ING may attempt to use the materials submitted by former customers of Breard against them as to why they are not entitled to recover their money. Before you file any written complaint with ING or a securities regulator, please contact our law office to discuss your legal rights and options.