Lyle Boudreaux – Customer Disputes Filed Involving Financial Advisor/Broker Lyle Boudreaux | Goodman & Nekvasil, P.A. May R
Lyle Boudreaux CRD #4303420
Lyle Boudreaux is a licensed financial advisor with Independent Financial Group, LLC.
According to Lyle Boudreaux’s CRD, customer disputes has been filed alleging sales practice violations against Lyle Boudreaux.
Customer Dispute 4/12/19: Allege investments were not appropriate/suitable. This customer dispute is pending and seeks $384,732 in damages.
Customer Dispute 10/30/18: Allege breach of fiduciary duty, mismanagement, and failure to disclose material information with regard to an ETF and an alternative investment. This customer dispute was settled for $120,000.
Customer Dispute 10/27/17: Client allegedly suffered losses in an advisory account from 2015 to 2016 due to an ETF position that he claims was inappropriate. This customer dispute was settled for $155,000.
Customer Dispute 4/3/17: Statement of claim alleges breach of contract, violation of state securities laws, and negligence in connection with leveraged ETFs purchased from 2014 to 2016. This customer dispute was settled for $90,000.
Customer Dispute 1/27/17: Client allegedly suffered losses as a result of an ETF position in an advisory account. This customer dispute was settled for $80,000.
If you lost any money on investments with Lyle Boudreaux, you may be able to recover your losses. If you lost money on investments with Lyle Boudreaux 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 Lyle Boudreaux’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 $180 million on behalf of victimized investors. If you lost money on investments with Lyle Boudreaux 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.
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