National investment loss lawyers KlaymanToskes is investigating Troy Perkins (CRD# 4337530) of Perkins Financial and Concourse Financial Group Securities, following the filing of a customer complaint alleging between $125,000 in investor damages due to unsuitable investment recommendations in Alternative Investments including Oil & Gas investments.
Investors that suffered losses with Troy Perkins may be entitled to a financial recovery. Contact attorney Lawrence L. Klayman, Esq., for a free consultation to discuss recovery options at 888-997-9956 or lawrence@klaymantoskes.com. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
According to FINRA BrokerCheck, Troy Don Perkins is currently registered as an investment advisor with Concourse Financial Group Securities in The Woodlands, TX and is reportedly doing business as Perkins Financial.
Perkins was also previously registered with Lincoln Financial Securities Corp. from 2009 to 2017 in The Woodlands, TX. Troy Perkins has been hit with a pending customer complaint alleging between $125,000 in damages due to unsuitable recommendations to invest in Alternative Investments, such as Oil & Gas Securities.
Alternative investments include Non-traded REITs, Business Development Companies (BDCs), Private Placements, Direct Participation Partnerships (DPPs) & Limited Partnerships (LP Interests), 1031 Exchanges, Hedge Funds, and Oil & Gas investments.
These investments may be unsuitable for investors with a need for financial security and an ability to readily access funds when needed, such as elders and retirees, due to their illiquidity, high risk levels, lack of regulatory oversight, and complex nature.
In addition, alternative Investments may be misrepresented by brokers/advisors who fail to fully disclose the risks and liquidity problems involved to their customers, as these investments are often high-risk, have limited liquidity, and carry high expenses and fees.
Alternative Investments typically involve many risks for investors, including the following:
Illiquidity:
Regulatory Issues:
Complexity:
If your broker or investment advisor recommended unsuitable alternative investments based on your investment profile, or disregarded your risk-tolerance when making investment recommendations, you may be entitled to a financial recovery through FINRA arbitration.
Customers of Troy Perkins who suffered investment losses are encouraged to contact attorney Lawrence L. Klayman, Esq. at (888) 997-9956 or lawrence@klaymantoskes.com for a free and confidential consultation to discuss legal options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
KlaymanToskes is a leading national securities law firm which practices exclusively in the field of securities arbitration on behalf of retail and institutional investors throughout the world in large and complex securities matters. The firm has recovered over $250 million in FINRA arbitrations and over $350 million in other securities litigation matters. KlaymanToskes has office locations in California, Florida, New York, and Puerto Rico.
KlaymanToskes, P.A.
Lawrence L. Klayman, Esq.
888-997-9956
lawrence@klaymantoskes.com
www.klaymantoskes.com