National investment loss lawyers KlaymanToskes is investigating broker James Taylor Davis (CRD# 6646090) of Northwestern Mutual Investment Services and Meridian Wealth Management.
According to FINRA BrokerCheck, financial advisor James Taylor Davis, of Meridian Wealth Management, and formerly of Northwestern Mutual Investment Services, is involved in a customer complaint alleging that he recommended a variable life insurance policy that did not align with the customer’s goals.
Investors that suffered losses with broker James Taylor Davis are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss potential recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Financial advisor James Taylor Davis, of Northwestern Mutual Investment Services, is currently facing a customer complaint alleging that he sold the customer a variable life insurance policy that did not align with the customer’s goals. The complaint further alleges that the representative did not accurately explain the terms of the policy. Davis has previously been involved in six additional customer complaints, four of which were settled in favor of the investors in the collective total of $181,464.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against your financial advisor. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encouraged 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 James Taylor Davis, or have concerns regarding your investment portfolio at Northwestern Mutual Investment Services, Meridian Wealth Management, or with any other financial advisor or firm, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.