Grant Birkley – Customer Disputes Filed Involving Financial Advisor/Broker Grant Birkley | Goodman & Nekvasil P.A. May Recover Investor Losses
Grant Birkley is a previously licensed financial advisor/broker with Sagepoint Financial and Wells Fargo. According to Grant Birkley’s BrokerCheck report, customer disputes have been filed alleging sales practice violations against Grant Birkley.
Customer Dispute 8/31/20: Allegations include inappropriate involvement in sale of unapproved product. This customer dispute is pending and seeks $1,430,000 in damages.
Customer Dispute 8/13/20: Client alleges recommendation of inappropriate fund. This customer dispute seeks $900,000 in damages.
Goodman & Nekvasil, P.A. May Recover Investor Losses
If you lost any money on investments with Grant Birkley, you may be able to recover your losses. If you lost money on investments with Grant Birkley and believe that the investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to represent you in an arbitration action concerning Grant Birkley’s conduct. There is no charge for an evaluation of your case. Further, we handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.
Goodman & Nekvasil, P.A. has recovered more than $200 million on behalf of victimized investors. If you lost money on investments with Grant Birkley and would like your case evaluated by a securities attorney (again, there is no charge for an evaluation and all cases are handled on a purely contingency fee basis), please contact us.
Some of the information in this blog post was obtained on 6/7/2021 directly from FINRA BrokerCheck, without any changes. If you believe this information was reported incorrectly, please contact our firm at 1-800-500-4442.