Financial Advisor Fraud

Haselkorn & Thibaut is currently investigating Laguna Niguel, California financial advisor Rick Roberts (CRD# 2145874) of TCFG Wealth Management following recent investor concerns. If you are an investor seeking clarity and protection for your investments, this comprehensive research report is designed to keep you informed, highlight potential red flags, and outline opportunities for a confidential, […]

Haselkorn & Thibaut has opened an investigation into Pat Gorand, a financial advisor based in Winnetka, Illinois, associated with JP Morgan Securities (CRD# 5559541). If you have concerns about your investments with him or your experience at JP Morgan, the following information may help provide clarity, as well as steps you can take right now

Haselkorn & Thibaut, a national securities fraud law firm, has opened an investigation into Kelly Crane, based in St. Helena, California, and currently registered with Wealth Enhancement Advisory Group. This report is designed to provide current and potential investors with a detailed overview of Mr. Crane’s background, an up-to-date review of any investor complaints or

Haselkorn & Thibaut has initiated an investigation into Wilmington, Delaware financial advisor Dan Holzer (CRD 5779187) of Realta Equities following recent investor complaints and regulatory searches. If you have concerns about your investments or past recommendations by Mr. Holzer, this comprehensive update is for you. Our goal is to ensure Delaware and national investors have

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into Atlanta, Georgia financial advisor Sandy Leff (CRD# 1796695) and his association with Carter Terry & Company. Investors who have worked with Mr. Leff may be interested in learning more about investor complaints, regulatory disclosures, potential red flags, and steps to take