DID CRAIG STEVEN BLAKE CAUSE YOU INVESTMENT LOSSES?
About Craig Blake of Level Four Financial, LLC?
Craig Blake (CRD #4869315) is a broker registered with Level Four Advisory Services, LLC since May 2013 and with Level Four Financial, LLC since August 2021. His professional history includes previous roles with LPL Financial and Centaurus Financial. Throughout his career, Blake has passed three general industry exams and two multi-state securities law exams, holding licenses in four U.S. states. Although he has not taken any principal or supervisory exams, he is registered with one self-regulatory organization, FINRA. His current registrations in Oklahoma, Arizona, South Carolina, and Texas reflect his extensive experience as a financial advisor and investment professional.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Craig Blake Customer Complaints and Reviews
There is one customer dispute reported for Blake:
- Complaint dated September 25, 2024:
- The claimant has brought a civil action alleging damages exceeding $75,000 associated with an indexed universal life insurance policy purchased in 2017. Accusations include breach of fiduciary duty, breach of trust, negligence, and unjust enrichment involving Craig Blake, his father Jim Blake, and associated entities. The litigation is currently pending in the District Court of Canadian County, Oklahoma, under case number CJ-2024-628.
Allegations Against Craig Blake
- The report lists allegations of sales practice violations related to an indexed universal life insurance policy. The claimant in this case has raised various claims, including breach of fiduciary duty, negligence, and unjust enrichment, seeking damages in excess of $75,000. The allegations implicate both Craig Blake in his role as a financial advisor and Jim Blake in roles as accountant and trustee.
Craig Blake Red Flags & Your Rights As An Investor
Of course, Craig Blake 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 Craig Blake at Level Four Financial, LLC on alert to review carefully the activity and performance of their accounts and question whether Craig Blake has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Level Four Financial, LLC also raises questions about the brokerage firm’s 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 Level Four Financial, LLC Due To Craig Blake
If you have questions about Level Four Financial, LLC and/or Craig Blake 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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