Financial Advisor Negligence Lawyer

When you partner with a financial advisor to make smarter decisions with your money, you expect your advisor to exercise reasonable care and judgment when handling your finances. Unfortunately, thousands of individuals lose their hard-earned money to advisors who make careless decisions and fail to comply with federal regulations.

If you’ve suffered losses due to the careless actions of an advisor, you’re probably feeling frustrated and betrayed. Fortunately, a committed financial advisor negligence lawyer from Meyer Wilson Werning can stand by you during this challenging time. They’ll work hard to build a strong case on your behalf and hold the negligent advisor liable for your losses. 

Forms of Financial Advisor Negligence Our Lawyers Can Take Action Against

With over 75 years of combined experience advocating on behalf of individuals like yourself, our team has taken action against many different forms of financial negligence. Our financial advisor negligence lawyers in Ohio and throughout the country are fully prepared to help you recover from any of the following types of negligence:

• Failure to properly supervise accounts
• Making unsuitable financial recommendations
• Failure to abide by state or federal laws
• Failure to properly diversify an account
• Giving guarantees on an investment
• Churning

Difference Between Negligence and Fraud

If you’ve lost money due to the actions of a financial advisor, it’s important to determine whether you’re a victim of negligence or fraud. When an advisor commits fraud, they knowingly deceive the investor.

Negligence is different from fraud in that it involves a failure to demonstrate a reasonable standard of care when handling a client’s finances. Telling the difference between negligence and fraud can be difficult without prior experience or knowledge. 

Fortunately, our financial advisor negligence attorneys can help you differentiate between negligence and fraud. They’ll determine what your best course of legal action is and perform a number of services geared toward recuperating your financial losses. 

How an Attorney Can Seek Damages for Financial Advisor Negligence

At Meyer Wilson Werning, our team takes on a low volume of cases so we can provide the highest value to our clients. This approach allows our attorneys to take all the steps required to make your case as successful as possible. If you choose to work with one of our lawyers, here’s what they’ll do to aid in your financial recovery:

• Investigate your case and collect valuable evidence
• Answer any questions you have about your case
• Use evidence to establish advisor negligence
• File a claim with the Financial Industry Regulatory Authority (FINRA)
• Advocate on your behalf during the arbitration process
• Aggressively pursue the financial remedies you deserve

Our team can handle every aspect of your case so you have the time you need to focus on your financial future. Working with our firm will dramatically improve your chances of getting a fair outcome, as we have strong connections with federal securities regulators and mediators throughout the nation. 

Your Time to Take Action Against a Negligent Financial Advisor May Be Limited

If you’ve taken financial losses due to an advisor’s negligence, you’ll want to hire a lawyer ASAP. That’s because there’s a statute of limitations for securities arbitration. If you fail to initiate the arbitration process within the timeline outlined in the statute of limitations, you could be barred from seeking remedies. 

According to Code of Arbitration Procedure Rule 12206, you have six years from the date of the incident that caused your financial loss to file a claim. Don’t wait to take action against your advisor and risk your right to fair compensation. Reach out to our financial advisor negligence attorney today to ensure you meet the deadline that applies to your case. 

Why Our Firm Is the Right Choice for Your Financial Advisor Negligence Case

Aside from our impressive case results and positive client reviews, there are many reasons why our firm is the right choice for your case. Here’s why you should seriously consider working with our team of financial advisor negligence lawyers:

Leaders in Our Field

David Meyer, the founder and managing principal of our firm, has extensive leadership experience heading bar associations, advocating for investors, and promoting securities law enforcement. He served as president of three groups, including the Public Investors Advocate Bar Association (PIABA), which represents investors in cases of investment fraud. 

As PIABA’s president, Meyer met with regulators like the U.S. Securities and Exchange Commision (SEC) and FINRA as well as lawmakers to push for policies protecting individual investors. David Meyer and the entire team at Meyer Wilson Werning can draw on their extensive experience and legal knowledge to get the best results possible for you. 

Experienced Advocacy at No Cost to You

Our firm has recovered over $350 million in damages and has never charged a client out-of-pocket. That’s because we operate on a contingency fee basis. Instead of charging an upfront attorney’s fee, our lawyers take a portion of the client’s winnings. If we lose your case, you won’t have to pay your lawyer a cent.

Cutting-Edge Technology

Our firm is proud to be part of an age where rapidly evolving technologies help investors protect their best interests. If you decide to work with us, we’ll be happy to use our state-of-the-art tech to give you a convenient experience, expedite the legal process, and get the results you deserve.

Schedule a Free Consultation With an Experienced Attorney Today

Losing your hard-earned money to the negligent actions of a trusted advisor can be devastating. Fortunately, the team at Meyer Wilson Werning is here to help. A financial advisor negligence lawyer from our firm can review your case, determine your best course of action moving forward, and do everything they can to help you make a substantial recovery.Contact us today to schedule a free consultation and get started on your case. Our free, no-obligation case reviews are a great way to explore your legal options without committing to an attorney. If you decide you’d like to work with our firm, we’ll discuss our contingency-fee policy furth. We look forward to hearing from you soon!