Deborah Birch, a broker and investment advisor, is currently facing a serious allegation from a customer. The customer, who purchased an alternative investment in 2014, alleges that the investment was misrepresented and unsuitable. The dispute, which is still pending, could potentially cost Birch a hefty sum of $200,000. The companies associated with Birch, namely Avantax Investment Services, Inc. and Cambridge Investment Research, Inc. (CRD 39543), are also under scrutiny.
The Allegation in Simple Terms
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To put it simply, the customer believes that the investment they purchased was not accurately represented. In other words, the customer thinks they were sold a bill of goods. The investment, which is a direct investment – DPP & LP Interests, was allegedly not suitable for the customer’s needs or financial situation. The customer feels duped and is seeking to recover their losses, which amount to a staggering $200,000.
Investigating the Matter
Haselkorn & Thibaut, a national investment fraud law firm, is currently investigating the allegations against Birch and her associated companies. This firm, with offices in Florida, New York, North Carolina, Arizona, and Texas, is offering a free consultation to clients who might have been affected by this case.
For investors who feel they’ve been wronged, there’s a light at the end of the tunnel. FINRA Arbitration is a process that can help investors recover their losses. This process is quicker and less formal than traditional court proceedings, making it a promising avenue for those seeking financial recovery.
Why Haselkorn & Thibaut?
- Over 50 years of experience in the field
- Successful financial recoveries for investors
- A staggering 98% success rate
- Offering a free consultation at 1-800-856-3352
- A “No Recovery, No Fee” policy
With their impressive track record and commitment to their clients, Haselkorn & Thibaut are well-equipped to handle cases like these. If you or someone you know has been affected by this case, don’t hesitate to reach out for a free consultation.
In the world of investments, trust is paramount. Allegations like these serve as a stark reminder of the importance of transparency and honesty in this industry. As the investigation unfolds, all eyes will be on Deborah Birch and the associated companies to see how they respond to these serious allegations.