National investment loss lawyers KlaymanToskes is investigating broker Russell Green (CRD# 1391627) of RPG Wealth Management and Cabot Lodge Securities.
According to Financial Industry Regulatory Authority (“FINRA”) records, Green was previously involved in a customer complaint alleging excessive trading and unsuitable investment recommendations. The complaint was settled in favor of the customer for $250,000.
According to FINRA BrokerCheck, broker Russell Green is currently registered with Cabot Lodge Securities and is reportedly also doing business as RPG Wealth Management in Syosset, NY.
Investors that suffered losses with broker Russell Green 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.
According to FINRA BrokerCheck, broker Russell Green of RPG Wealth Management and Cabot Lodge Securities, was involved in a previous customer complaint. The customer complaint alleged excessive trading and unsuitable investment recommendations. The complaint was settled in favor of the investor for $250,000. The broker’s comment listed on the disclosure states: “I believe the allegations are baseless. This was settled with no contribution on my part.”
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 Russell Green, or have concerns regarding your investment portfolio at RPG Wealth Management, Cabot Lodge Securities, 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.