National investment loss lawyers KlaymanToskes is investigating broker Peter Robertson (CRD# 1695345) of Lincoln Financial Advisors Corporation and Osaic FA, Inc.
According to FINRA BrokerCheck, Peter Robertson of Lincoln Financial Advisors and Osaic FA, Inc. is currently facing two pending customer complaints alleging $3,099,950 in collective investor damages due to unsuitable recommendations regarding oil and gas investments.
Investors that suffered losses with broker Peter Robertson 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.
Peter Robertson, a registered representative of Osaic FA, Inc., also previously affiliated with Lincoln Financial Advisors Corporation, is facing customer allegations of unsuitable investment recommendations in oil and gas investments. A customer complaint filed in November 2024 alleges $2,999,950 in damages, while a second complaint filed in March 2024 alleges damages of $100,000.
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 Peter Robertson, or have concerns regarding your investment portfolio at Lincoln Financial Advisors Corporation, Osaic FA, 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.