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Update: Donna Barnard Involved in Pending Complaints Over Woodbridge Companies

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Donna BarnardPublicly available records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on June 27, 2018 indicate that former Texas-based HD Vest Investment Services broker Donna Barnard, who has received more than ten pending customer disputes, is currently not affiliated with any broker-dealer firm. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Ms. Barnard (CRD# 5653949).

Donna Barnard has spent seven years in the securities industry and was most recently registered with HD Vest Investment Services in Kilgore, Texas (2014-2017). Previous registrations include Signal Securities in Kilgore, Texas (2013-2014) and Woodmen Financial Services in Kilgore, Texas (2009-2012). She is currently not registered with any state or firm.

According to her BrokerCheck report, she has received eleven pending customer complaints.

In March 2018 a customer alleged Donna Barnard, while employed at Woodmen Financial Services, misrepresented and recommended unsuitable investments in Woodbridge Pre-Settlement Funding. The customer is seeking $100,000 in damages in the pending complaint.

In March 2018 a customer alleged Donna Barnard, while employed at HD Vest Investment Services, misrepresented and recommended an unsuitable investment in Woodbridge Companies. The customer is seeking $500,000 in damages in the pending complaint.

In March 2018 a customer alleged Donna Barnard, while employed at Signal Securities, misrepresented and recommended unsuitable investments in May 2013 and February 2014. The customer is seeking $150,000 in damages in the pending complaint.

In February 2018 a customer alleged she, while employed at HD Vest Investment Services, misrepresented an investment in Woodbridge Mortgage Investment Fund and failed to adequately conduct due diligence. The customer is seeking more than $234,700 in damages in the pending complaint.

In February 2018 a customer alleged she, while employed at HD Vest Investment Services, failed to conduct due diligence on an unregistered security, Woodbridge Mortgage Investment Fund, and misrepresented material facts. The customer is seeking more than $623,000 in damages in the pending complaint.

In February 2018 a customer alleged she, while employed at HD Vest Investment Services, made misrepresentations of material facts and failed to conduct reasonable due diligence. The customer is seeking $505,000 in damages in the pending complaint.

In March 2018 a customer alleged she, while employed at HD Vest Investment Services, misrepresented an investment in Woodbridge Mortgage Investment Fund. The customer is seeking $349,764 in damages in the pending complaint.

If you or someone you know has lost money investing with Donna Barnard, call Fitapelli Kurta at 877-238-4175 for a free consultation. You may be eligible to recoup your losses. Fitapelli Kurta accepts all cases on a contingency basis: we only get paid if and when you collect money. Time to file your claim may be limited, so we encourage you to avoid delay. Call 877-238-4175 now to speak to an attorney for free.