DID PETER BRIAN ROBERTSON CAUSE YOU INVESTMENT LOSSES?
Peter Robertson Of Lincoln Financial Advisors Corporation Has 3 Customer Complaints For Alleged Broker Misconduct
About Peter Robertson of Lincoln Financial Advisors Corporation?
Peter Robertson (CRD #1695345) is currently registered with Lincoln Financial Advisors Corporation in Irvine, CA, where he has been since December 1997. He has been registered with the same firm as an Investment Adviser since June 1998. Robertson is licensed in 14 U.S. states and territories and is registered with one Self-Regulatory Organization. His career extends back to previous registrations with firms such as The Lincoln National Life Insurance Company and CIGNA Financial Advisors. He has passed five general industry/product exams and one state securities law exam, showcasing a lengthy and experienced career in the financial services industry.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Peter Robertson Customer Complaints and Reviews
Peter Robertson has been involved in three customer disputes, two of which are currently pending:
- Customer Dispute (Closed-No Action / Withdrawn / Dismissed / Denied): Filed in 2011, the client alleged that investments recommended in December 2006 were unsuitable. The claim was denied in March 2011.
- Customer Dispute (Pending, Filed March 13, 2024): The claimant alleges that Robertson recommended unsuitable oil and gas investments, seeking $100,000 in damages. This case is currently under arbitration with FINRA.
- Customer Dispute (Pending, Filed February 14, 2024): Another claimant also alleges unsuitable oil and gas investments, with alleged damages amounting to $2,999,950. This case is also under arbitration with FINRA.
Allegations Against Peter Robertson
- Denied Allegation:
- Investments recommended in 2006 were claimed to be unsuitable, which Robertson denied, and the case was subsequently closed without action.
- Pending Allegations:
- Two separate allegations recommending unsuitable oil and gas investments, with significant financial implications for the claimants. These cases reflect ongoing concerns over the suitability of the investments recommended by Robertson, currently under review by FINRA arbitration.
Peter Robertson Red Flags & Your Rights As An Investor
Of course, Peter Robertson did not admit to any of the allegations. But regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint is still pending, the allegations made by customers are red flags which should put all current and former customers of Peter Robertson at Lincoln Financial Advisors Corporation on alert to review carefully the activity and performance of their accounts and question whether Peter Robertson has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Lincoln Financial Advisors Corporation also raises questions about the brokerage firms’ supervisory practices. If these red flags raise questions, call us and we will inform you of your rights as an investor.
Did You Lose Money Because of Broker Misconduct?
If you have lost money due to negligence or fraud by a stockbroker or advisor, the easiest way to know if you have a case is to call our office at 800-732-2889. Our investment fraud attorneys will evaluate your claim for free and let you know if we can help you recover your losses.
Need Legal Help? Let’s talk.or, give us a ring at 561-338-0037.
File A Claim To Recover Your Investment Losses At Lincoln Financial Advisors Corporation Due To Peter Robertson
If you have questions about Lincoln Financial Advisors Corporation and/or Peter Robertson and the management or performance of your accounts, please contact Attorney Pearce for a free initial consultation via email or Toll Free at 1-800-732-2889.
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