Last Updated: February 2024 (Mission Viejo, CA/ Nolensville, TN )
Brad Meyers Investigation Summary
Here’s what you need to know about Mission Viejo/ Nolensville, TN, registered investment advisor Brad Meyers:
- Name: Mr. Bradley Steven Meyers
- Current Employer: 25 Financial (RIA), Not currently registered with FINRA
- DBA: Randall Larson LLC, MD Wealth Partner
- Previous Firms: Arete Wealth Management, Larson Financial Securities
- Function: Stock Broker/ Financial Advisor
- Aliases: Brad Meyers
- Primary Location: Mission Viejo, CA, Nolensville, TN
- CRD 6455807
- Can Brad Meyers be sued in FINRA arbitration: Yes
- Sanctioned by FINRA: No
- Highest Settlement or Award: $14,999.
Discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Brad Meyers As Your Stockbroker?
Brad Meyers is currently licensed as an investment advisor in the states of California Missouri, Tennessee and Texas. He is listed as team member of 25 Financial, a registered investment advisory firm headquartered in Nolensville, Tennessee. According to their website, 25 Financial specializes in financial planning for physicicians and high net worth individuals:
“Financial Planning for Physicians and More
25 Financial is a private wealth management firm providing financial planning for physicians, business owners, and other high-net-worth accredited investors. We stand for integrity, experience, and over-the-top service, and we know what it takes to help our clients achieve more of both time and money.”
In 2023 a customer of Arete Wealth Management was paid $14,999 to settle a FINRA arbitration alleging that Brad Meyers made an unsuitable investment recommendation to invest in an alternative investment which resulted in losses of $50,000.
Brad Meyers was registered with Arete Wealth Mangement from 8/2017-11/2023. He is not currently registered with FINRA.
[LEARN MORE]: See this for more information on REITs and Other Alternative Investments
Alternative Investments: These are assets that are not stocks, bonds or cash. Alternative investments generally fall within five categories: hedge funds, private capital, natural resources (oil and gas, energy), real estate (REITs) and infrastructure. They are typically less liquid that conventional investments, less regulated with higher fees and generally higher risk.
Allegations of Broker Misconduct Against Brad Meyers
Customers of Brad Meyers have alleged the following wrongdoing in connection with the handling of customer accounts:
- Unsuitable Investment Recommendation to invest in alternative investments
[LEARN MORE]: Investigations of Arete Wealth Management and Arete Wealth Brokers
The Financial Industry Regulatory Authority (FINRA) is the agency that licenses and regulates stockbrokers and brokerage firms. FINRA requires brokers and brokerage firms to report customer complaints and disputes as well as regulatory sanctions. In addition brokers are required to disclose certain financial matters such as personal bankruptcies, judgments and liens.
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account handled by Brad Meyers, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors and broker dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.
