National investment loss lawyers KlaymanToskes is investigating broker Travis Braulick of Bankers Life Securities (CRD# 6716541).
According to FINRA BrokerCheck, broker Travis Braulick of Bankers Life Securities is currently involved in an investor dispute where the customer alleges that he recommended the purchase of a Premium Bonus Index Annuity (PBIA) with the firm’s insurance affiliate, Bankers Life and Casualty Company (BLC). The customer alleges $50,000 in damages and that the recommendation was not in their best interest.
Investors that suffered losses with broker Travis Braulick are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Travis Braulick, a broker with Bankers Life Securities (CRD# 6716541), is currently facing a complaint from an investor. The complaint was reportedly received by Bankers Life Securities on June 24, 2024. The client alleges $50,000 in damages and that Braulick advised them to buy a Premium Bonus Index Annuity, which was unsuitable. The annuity was allegedly bought through Bankers Life and Casualty Company, the insurance affiliate of Bankers Life Securities.
Travis Braulick’s BrokerCheck record also discloses two other investor disputes about annuities. Both of these disputes were denied by the firm. It is important to know that firms can deny disputes without an outside review. Regulation Best Interest (Reg-BI), a rule from the SEC, requires brokerage firms and financial advisors to act in their clients’ best interests. This means they must carefully check to make sure their investment advice is suitable for the investor.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Travis Braulick. 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 securities 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 Travis Braulick, or have concerns regarding your investment portfolio at Bankers Life Securities, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.