Can’t Get Your Money Out of an Investment??????

Did your financial advisor put your money in an investment and now you can’t get your money out?  Investment advisors often try to steer their clients away from traditional investments (i.e. stocks, bonds, mutual funds, CDs) and into long-term alternative investments like private placements, hedge funds, real estate investment trusts (REITs), tenancy in commons (TICs), initial public offerings (IPOs), life insurance policies and annuities.  Often these investments pay the financial advisor high commissions upfront, meanwhile it may take several years before the investor knows if the investment ever made a profit.  In many cases, by the time the investor realizes that they lost money on these alternative investments it may be too late to sue.  These investments are often sold as a source of income revenue, but later when the income payments stop you realize those distributions were just a partial return of your initial investment – not income.  Sometimes investors end up paying double taxes on the money they used to fund the investment because they’re told the distributions are income when in fact it’s just a return of their initial capital.  These alternative investments are usually unsuitable for all except for the most sophisticated investors. 

If your money is trapped in a private placement, initial public offering (IPO), hedge fund, real estate investment trust (REIT), tenancy in common (TIC), life insurance policy or annuity, we urge you to contact our office to see if you have a claim for damages.  Don’t wait, time is of the essence.

Most lawsuits against financial advisors, investment advisors or brokerage firms must be brought in FINRA or AAA arbitrations.  The attorneys at Epperson & Greenidge have extensive experience within FINRA and AAA arbitrations as well as litigating in state and federal court.  We specialize in bringing these claims on behalf of investors.  We also have specific experience representing clients who have lost money due to bad advice from financial advisors or financial advisors mismanaging their clients’ investments.  We accept cases on a contingency basis: we only get paid if you collect money.  Time to file your claim may be limited, so call 877-445-9261 now to speak to an attorney for a free consultation or send an inquiry to us directly here.