When a financial advisor betrays your trust and acts in a negligent or fraudulent way, it can have devastating impacts on your finances and your confidence in future investments. If you’ve lost more than $100,000 due to advisor misconduct, the team at Meyer Wilson Werning is here to protect your rights and fight for the compensation you’re owed.Â
Our securities lawyers serving North Carolina have more than 75 years of combined experience and have won over $350 million for wronged investors like yourself. Our team is focused on one thing: helping you pursue justice and recover what you’ve lost. You can have peace of mind knowing your case is in the hands of a skilled securities lawyer serving Charlotte.
How a Securities Lawyer Serving Charlotte Will Fight for You
Losing a significant amount of money due to the fraudulent actions of a broker you once trusted can be extremely frustrating. At a time like this, you’re probably worried about your finances and unsure what steps to take next. The good news is that our firm has extensive experience handling cases like yours.
We’ve helped thousands of clients recover from securities fraud losses, and we’re eager to use our legal knowledge to your advantage. When you work with our securities lawyers serving Charlotte, we’ll explain your legal options and handle every step of your case, ensuring everything is done correctly.
Here’s what our team will do to get the best results possible for you:Â
- Meet with you for a free consultation to discuss your losses and your best course of action moving forward
- Explain the damages for securities fraud
- Conduct a thorough investigation of your losses and the alleged fraud or misconduct
- Review your account records, communications with your advisor, and other relevant forms of evidence
- Work with forensic accountants to strengthen your case
- Represent you at FINRA arbitration
- Work toward recovering the losses you suffered
- Keep you updated throughout the entirety of your case

We Have Recovered Over
$350 Million for Our Clients Nationwide.
Common Types of Securities Fraud
There are many ways that financial advisors can take advantage of you and leave you with serious financial losses. To make matters worse, investors often don’t realize they’ve suffered losses from fraud until the damage is already done.Â
Our securities attorneys serving Charlotte work to hold the financial advisor or brokerage firm responsible and get the justice you deserve. You can rely on our dedicated team to fight back against any of the following forms of fraud or misconduct:
- Breach of fiduciary duty
- Unsuitable investment recommendations
- Negligence by a broker or advisor
- Unauthorized trading
- Improper asset allocation
- Failure to supervise
- Misrepresentation or omissions
- Excessive tradingÂ
- Ponzi schemes
Taking Action After Securities Losses
While panicking might be your first reaction after the discovery of a securities fraud loss, it’s best to remain calm and take steps to strengthen potential claims. Our securities fraud lawyer serving Charlotte recommends that you take the following steps to protect your right to fair compensation:
- Gather documentation, including account statements, communications with your advisor and other relevant parties, trade confirmations, and other financial records
- Freeze or monitor your accounts
- Keep a written timeline of the events that have taken place
- Stop all forms of contact with your advisor or brokerage firm
- Contact a securities fraud attorney serving Charlotte for further information and instruction
Taking these steps now will make a huge difference later on when you’re pursuing damages. Remember, the sooner you hire an attorney to work on your case, the more time they’ll have to investigate your securities losses and build a strong claim for compensation.

Our lawyers are nationwide leaders in investment fraud cases.
Why Choose Our Firm
If you’ve lost money to securities fraud, you’ll want to find a securities arbitration lawyer serving Charlotte who is right for you. Here’s why securities fraud victims in Charlotte and throughout the state of North Carolina have chosen our firm for years:
- We offer personalized service, taking the time to understand your goals and walking you through every stage of your case
- We’ve dedicated our practice to representing victims of securities fraudÂ
- We utilize the latest technology and digital tools at every step of the legal process
- We are led by industry-renowned trial attorneys
- We’ve been named The Best Lawyers in America® by U.S. News
- We have a proven track record of success
When you work with us, you’re not just another case file. You’re an individual whose financial security was compromised, and we take that very seriously. Reach out to our firm today to schedule a free consultation and get the focused representation you need to make a meaningful recovery.

We Are The firm other lawyers
call for support.
Speak With a Securities Attorney Serving Charlotte
If you’ve lost more than $100,000 due to advisor negligence, fraud, or misconduct, you deserve the opportunity to pursue compensation. That said, getting the remedies you’re owed can be nearly impossible without the help of a skilled attorney who has decades of experience handling similar cases.
At Meyer Wilson Werning, our renowned attorneys have what it takes to get the results you need to put this incident behind you. Contact us today to schedule a free consultation with a knowledgeable securities lawyer serving Charlotte. We’ll meet with you to review your situation, explain your options, and help you take the first step toward financial recovery.

Recovering Losses Caused by Investment Misconduct.