National investment loss lawyers KlaymanToskes is investigating broker David Levinson (CRD# 705929), formerly of Westpark Capital.
According to FINRA BrokerCheck, broker David Levinson formerly of Westpark Capital is currently involved in a customer complaint alleging $400,000 in damages due to unsuitable alternative investments, including three Delaware Statutory Trusts and MacKenzie Realty Capital. Additionally, the customer alleges the advisor made misrepresentations regarding risk, performance, and income expectations.
Investors that suffered losses with broker David Levinson 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 David Levinson, formerly of Westpark Capital, is currently involved in a customer complaint alleging $400,000 in damages due to unsuitable alternative investments, including three Delaware Statutory Trusts and MacKenzie Realty Capital, and misrepresentations regarding risk, performance, and income expectations. The Statement of Claim alleges negligence, breach of fiduciary duty, and negligent supervision, alleging losses of approximately $400,000 plus additional damages. Levinson is currently registered as a broker and investment advisor with American Trust Investment Services in Lisle, IL.
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 David Levinson, or have concerns regarding your investment portfolio at Westpark Capital, 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.