LANCE WILLIAMSON Terminated After BANKERS LIFE SECURITIES, INC. Allegations – Goodman & Nekvasil, P.A., May Recover Investor Losses
LANCE WILLIAMSON Terminated After BANKERS LIFE SECURITIES, INC. Allegations.
LANCE FOSTER WILLIAMSON
CRD#: 6362532
Call 800-500-4442 if you think that you have received unsuitable investment recommendations from your broker.
LANCE FOSTER WILLIAMSON (CRD#: 6362532), a former broker for BANKERS LIFE SECURITIES, INC. in LOUISVILLE, KY, was terminated by his former broker dealer. WILLIAMSON’s former employer alleged Mr. Williamson and his client met on April 2, 2024. An application was processed for a life insurance policy signed by the client via e-signature. During this process, the client also requested a withdrawal from their annuity held at Bankers Life and Casualty Company (BLC), an affiliate insurance company, in the amount of $17,500.00. The client confirmed that they did make this request, and received the funds as needed; however, Mr. Williamson acknowledged that he, upon discovering that the distribution form was not signed by the client, signed the client’s name, without prior authorization. Although the client states they did not sign any paperwork during this meeting, the request to withdraw funds from their BLC annuity was requested by the client.
LANCE WILLIAMSON Terminated After BANKERS LIFE SECURITIES, INC. Allegations.
Goodman & Nekvasil, P.A., is investigating brokers who may have unsuitably recommended investments to their clients.
St. Petersburg, Florida law firm Goodman & Nekvasil, P.A., has a national practice representing victimized investors. The firm continues to investigate brokerage firms that placed elderly retirees and other conservative investors in unsuitable investments.
Goodman & Nekvasil, P.A., has filed numerous cases against brokerage firms selling high-risk investments and has recovered more than $400 million dollars on behalf of victimized investors.
We allege in these cases that these investment recommendations were unsuitable for our clients in view of their financial situation, needs and investment objectives.
There is no charge for an evaluation of your case. We handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.
If you incurred losses on your investment and would like your case evaluated by a securities attorney, please contact us.
Some of the information in this blog post was obtained from FINRA on 3/19/25. If you believe this information was reported incorrectly, please contact our firm: 1-800-500-4442.