Investment Losses with Broker Dan Charles Vismor at David Lerner Associates? Contact KlaymanToskes
Summary
National investment loss lawyers KlaymanToskes is investigating broker/advisor Dan Charles Vismor (CRD# 5321492) of David Lerner Associates in connection with claims that he may have unsuitably sold Energy 11, LP to his customers. The firm is currently pursuing FINRA arbitration claims on behalf of investors who suffered losses with David Lerner Associates. Investors that suffered losses with Dan Charles Vismor and/or any other broker at David Lerner may have recovery options. These investments were marketed, underwritten, managed, and sold by DLA, and in our opinion, created a conflict of interest for investors. Prior to making an investment recommendation, brokerage firms and their brokers/advisors must fully explain the risks, sales charges, and operating expenses to customers.