It’s a serious matter that’s got the financial world buzzing: a pending customer dispute against Trent Bryson, an advisor at LPL Financial LLC and Global Retirement Partners LLC. The allegation? A recommendation of an unsuitable retirement plan that spanned from July 2011 to June 2023, leaving the customer with a whopping $60,000 loss. Bryson, however, maintains that the plan was suitable for the participants and disagrees with the allegations.
The Allegation in Layman’s Terms
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Essentially, the customer alleges that Bryson recommended a retirement plan that wasn’t a good fit. This isn’t about a mere mistake or a minor oversight. It’s about a recommendation that was unsuitable for a 12-year span, leading to significant financial loss. The crux of the matter is whether the advisor acted in the best interest of the client or not.
Investigation by Haselkorn & Thibaut
Haselkorn & Thibaut, a national investment fraud law firm, is currently investigating the allegations against Bryson and the company. With offices in Florida, New York, North Carolina, Arizona, and Texas, they are well-positioned to tackle this case. Here’s what you need to know about them:
- They have over 50 years of experience in dealing with investment fraud.
- They boast a 98% success rate in recovering losses for investors.
- They operate on a “No Recovery, No Fee” policy, which means you don’t pay unless they win your case.
Haselkorn & Thibaut is also offering a free consultation to clients who may have been affected by this case. You can reach them at 1-800-856-3352.
FINRA Arbitration: A Beacon of Hope
For investors who’ve suffered losses, there’s a ray of hope: FINRA Arbitration. This process can help investors recover losses caused by unsuitable recommendations, among other issues. It’s a streamlined, simplified procedure that’s designed to resolve disputes in a fair and efficient manner.
With Haselkorn & Thibaut’s impressive track record and commitment to their clients, they could be the perfect ally in navigating the FINRA Arbitration process and recovering your losses.
So, while the allegations against Bryson are indeed serious, remember that there are resources and legal avenues available to help you recover your losses. And with a powerhouse like Haselkorn & Thibaut in your corner, you’re already off to a strong start.
