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Articles Tagged with Customer Disputes

Paul Bonaccini (CRD #: 2071614), a 28-year veteran of the securities industry whose experience spans five firms, was terminated from Raymond James & Associates (CRD#: 705) on June 4, 2019 for “failure to follow management directives and allegations of unauthorized trading in client accounts,” according to his BrokerCheck report accessed on July 31, 2019. He […]

William Campbell (CRD#: 1180015), a 19-year veteran of the securities industry whose experience spans four firms, has six disclosures on his BrokerCheck report accessed on July 30, 2019. These include three customer disputes, which involve allegations of unsuitable recommendations. He is currently registered with David Lerner Associates, Inc. (CRD#: 5397) of White Plains, New York. […]

Adam Lunceford (CRD#: 4686499), a 15-year veteran of the securities industry whose experience spans five firms, is currently a Scottsdale, Arizona-based registered representative with LPL Financial. He does business as the Householder Group. On June 26, 2019, he became involved in a customer dispute that alleged that he “disregarded the Claimant’s objectives by recommending that […]

On June 24, 2019, broker Alexander Aiello (CRD #: 5684639), whose eight-year career in the securities industry has spanned four firms, became involved in a customer dispute. The claimants “allege that, between 2013 and 205, the [financial advisor] breached his fiduciary duty by churning their accounts and entering unauthorized trades.” Churning involves the buying and […]

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