Broker Jeffrey Bangerter Has Three Customer Disputes on His BrokerCheck
Broker Jeffrey Bangerter (CRD# 1687028) currently is registered at Concorde Asset Management LLC, in Roseville, California, and previously was registered at Berthel, Fisher & Company Financial Services, Inc, in Citrus Heights, California. Bangerter has three customer disputes on his BrokerCheck.
For example, a settled customer dispute alleged suitability and breach of fiduciary duty, The dispute alleged damages of $85,000.00 and settled for $85,000.00.
Another customer dispute alleges unsuitability and alleges damages of $300,000.00. This dispute is pending.
We are a Chicago-based law firm with a national practice, representing investors nationwide in seeking to recover their investment losses. The firm continues to investigate brokerage firms and brokers who have placed elderly investors, retirees and other conservative investors in unsuitable investments.
We receive the highest rankings as attorneys for quality work and ethics. We successfully have filed numerous cases against brokerage firms that sold high-risk investments, recovering more than $50 million on behalf of victimized investors. In those cases, we allege that the investment recommendations were unsuitable for our clients based on their financial situation, needs, and investment objectives.
We offer free case evaluations and handle matters on a contingency fee basis-meaning you pay no attorney's fees unless we recover compensation for you. If you have incurred investment losses with Jeffrey Bangerter and would like a securities attorney to evaluate your case, please contact us.