When you work with a financial advisor or broker to manage your investments, you expect that their credibility and qualifications mean they’ll always act in your best interests and will never take advantage of you. Unfortunately, even the most “trustworthy” advisors can engage in negligent and even unlawful practices, resulting in significant losses on your part.
If you’ve lost a considerable amount of money to investment fraud, you can turn to Meyer Wilson’s California investment fraud lawyers to get your money back. A Sunnyvale investment fraud lawyer from our firm can investigate your situation, find the evidence required to take action against the advisor, and demand compensation for your losses.
How an Investment Fraud Lawyer Serving Sunnyvale, CA, Can Help Recover Your Losses
At Meyer Wilson, we’ve worked with thousands of clients and recovered over $350 million in losses since 1999. Throughout our extensive careers, we’ve learned a great deal about the legal process involved with recovering losses incurred due to investment fraud.
Our team will know exactly what needs to be done to hold your financial advisor or broker responsible for their actions and the money you’ve lost. Here’s what we’ll do to get the results you need to move past the fraud you experienced and feel good about your finances again:
- Conduct an investigation and work with economic experts to collect evidence
- Analyze your investment losses and prove that the advisor or broker is responsible
- File a Financial Industry Regulatory Authority (FINRA) arbitration claim
- Work hard to recover your losses from a settlement offer, an arbitration final hearing, or mediation
- Comply with the rules and regulations that apply to your case
- Provide effective legal advice and answer any questions you have during your case
By performing the actions listed above, our investment fraud attorneys serving Sunnyvale, CA, will significantly increase the likelihood that you’ll receive compensation for your losses. If they’re, for some reason, unable to recover damages on your behalf, they won’t charge you any fees, as they operate on a contingency fee basis.
We Have Recovered Over
$350 Million for Our Clients Nationwide.
Compensation Our Attorneys Can Pursue for You
Getting wrapped up in an investment scam can result in a variety of financial losses that could leave your savings in shambles. Our securities fraud attorneys know how financially devastating fraud can be, which is why we’re fully prepared to pursue the damages you need to get back on your feet.
Based on the losses you’ve taken on, our Sunnyvale investment fraud lawyers may seek several or more of the following remedies on your behalf:
- Compensation for profits you would have made if your investment was handled properly and legally
- The termination of your contract with the broker or advisor
- The return of any profits your broker received when managing your investment
- Punitive damages
- Attorney’s fees
As you can see, a successful investment fraud case can change your life after falling victim to unlawful practices and common forms of advisor misconduct. The money you get from a positive arbitration decision, mediation result, or settlement offer can cover all or a portion of the losses you’ve taken on and give you hope for your financial future.
How to Avoid Falling Prey to an Investment Scam in the Future
If you’re considering taking advantage of a promising investment opportunity but aren’t sure if it’s legitimate, there are a few steps to protect yourself from fraudulent practices. First, you’ll want to request an X-17-A-5 from the firm that is selling you the investment opportunity.
Also known as a focus report, this form will contain the firm’s audited financials. Reviewing this report with a trusted advisor can provide insight into the broker’s legitimacy. You can also learn more about the broker’s net capital reporting by searching them in the U.S. Securities and Exchange Commission’s electronic data, gather, analysis, and retrieval (EDGAR) system.
By using these tools and reviewing the firm’s history and financial standing with a knowledgeable advisor you trust, you’ll get a good sense of whether or not you should invest your money with the firm in question.
In addition to using the above-mentioned tools, you’ll also want to look out for the following warning signs of potential investment scams:
- Pressuring you to invest without consulting third-party advisors
- High-pressure sales tactics
- Advisors who are secretive about their investment strategies
- High returns guaranteed
- No risk investments
- Investments that lack the proper documentation
Our lawyers are nationwide leaders in investment fraud cases.
Don’t Wait to Take Legal Action After Investment Fraud
Waiting to get in touch with a securities fraud lawyer after falling prey to an investment scam could cost you your compensation. That’s because the state of California has a statute of limitations that you’ll have to abide by if you want to file a claim for fraud, which may be applicable to your specific case.
Under Cal. Code Civ. Proc. § 338, you may have three years to file a claim against the party that cheated you out of your hard-earned savings. Our lawyers highly advise contacting them sooner rather than later to ensure they have the time to abide by California’s filing rule. Other timing provisions may apply to your case, especially if the case is in arbitration.
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Meet With a Trusted Attorney for Free
Meeting with a knowledgeable and trustworthy Sunnyvale investment fraud lawyer from Meyer Wilson is the first step on your path to financial recovery. During your free consultation, a skilled attorney from our firm will meet with you to discuss your investment losses and determine if you’re eligible to file a claim.
If we find that you’re entitled to financial remedies and we agree to take on your case, we’ll draw on our impressive experience to get the results you need to move forward with your life and your future investments.
We look forward to hearing from you soon and representing your best interests throughout the legal process. Contact us today to get started on your case.
Recovering Losses Caused by Investment Misconduct.