Haselkorn & Thibaut, P.A.—a national investment fraud law firm with over 50 years of experience, a 98% success rate, and millions recovered for investors—is actively investigating allegations that may involve a Ponzi scheme related to Yvette Barrera, investment adviser at Foundations Investment Advisors LLC. If you are concerned about your investments with Yvette Barrera, call Haselkorn & Thibaut at 1-888-885-7162 for a private, no-cost consultation—no recovery, no fee.
Who Is Yvette Barrera?
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Yvette Barrera (CRD# 7306089) is currently registered as an investment adviser representative with Foundations Investment Advisors LLC in Phoenix, AZ (Texas registration since January 2025). Previously, she was affiliated with Texas Financial Advisory from October 2020 to December 2024. Her background also includes insurance sales, annuity sales, vitamin and supplement sales (ID Life), and leadership as a board member of New Braunfels Utilities.
Pending Customer Lawsuit—Ponzi Scheme Allegations
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Allegations:
Recent legal filings include accusations that Barrera recommended unregistered securities and failed to adequately disclose commissions or determine if investments were truly in her clients’ best interests.
Notably, the litigation involves claims of Ponzi scheme activity connected to the recommended promissory notes, raising urgent concerns about how investor funds were managed and whether earlier clients’ returns were paid using new investors’ funds. -
Plaintiff’s Claimed Losses: $21,349,713.44
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Status: Litigation is pending as of July 2025.
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Jurisdiction: 438th Judicial District, Bexar County, Texas (Case No. 2023CI22575)
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Advisor’s Response: Barrera has denied all allegations and is seeking dismissal. All claims remain unproven at this stage.
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Association: Allegations relate to Barrera’s connections with Brooklyn Chandler Willy and Queen B Advisors, LLC (Texas Financial Advisory).
Regulatory Disclosures & Professional Record
| Risk Area | Status |
|---|---|
| Customer Complaints | 1 pending, with Ponzi scheme allegations |
| Regulatory Sanctions | None disclosed |
| Criminal Convictions | None disclosed |
| Bankruptcies/Liens | None disclosed |
| SEC/FINRA Investigations | None reported |
It’s important for investors to understand that while public regulatory records show no finalized findings, the scale and substance of these pending Ponzi scheme allegations represent a serious warning for all current and former clients.
Other Business Activities
| Activity | Description | Time Commitment |
|---|---|---|
| New Braunfels Utilities | Utility board/governance (not investments) | 10–15 hrs/month |
| ID Life | Vitamin/Medicare supplement sales | 5 hrs/month |
| Magellan Insurance | Insurance/annuity sales | 40 hrs/month trading |
Why These Allegations Demand Immediate Attention
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Ponzi scheme lawsuits are among the most serious investor protection issues, as they often signal severe misconduct and risks of significant financial loss.
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Such litigation, particularly at this scale, typically prompts further regulatory review and could result in additional investor recoveries if substantiated.
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Even though there are currently no adverse regulatory findings, the very nature of these allegations means early legal intervention is critical.
Haselkorn & Thibaut’s Commitment to Investors
Haselkorn & Thibaut is devoted to thoroughly investigating possible misconduct—including Ponzi-type operations—so that investors have the information and resources they need to protect their interests and pursue potential recoveries. The firm’s “no recovery, no fee” policy ensures you face zero risk for seeking guidance.
What Should You Do?
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If you invested in promissory notes or were advised to participate in any investments you don’t fully understand, especially between 2020 and 2024, immediately review your transaction documents.
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Watch for warning signs such as difficulty accessing funds, high promised returns, or lack of transparency about how investments work or pay returns.
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If you’ve experienced losses, delays, or have any suspicions, take prompt action—secure your account statements and get a legal review.
Speak to a National Securities Law Firm Now
With ongoing Ponzi-style allegations under investigation, every day counts for investors to get informed, proactive support. Call Haselkorn & Thibaut at 1-888-885-7162 for your confidential, free case evaluation by seasoned securities attorneys. You deserve answers and protection—there’s no obligation and never a fee unless you recover.
Yvette Barrera now faces serious, high-value allegations of a Ponzi scheme tied to promissory note sales. Public regulatory records currently show no final regulatory actions, but this litigation is a major red flag demanding immediate investor vigilance.
For official and real-time status, see Yvette Barrera’s SEC IAPD profile.
Take control and protect your interests by contacting Haselkorn & Thibaut—engagement is essential.
