Last Updated: November 2025 —Cape Coral. Florida
Here’s what you need to know about Cape Coral, FL, stockbroker & insurance broker Chris Burch:
- Name: Christopher William Burch
- Current Employer: Not Currently registered with FINRA or any registered investment advisory firm.
- Prior Firms: Registered investment advisor with Cornerstone Securities LLC.., MML Investors Services, LLC (Fort Lauderdale, FL) 03/2016–06/2016; Allstate Financial Services, LLC (Cape Coral, FL) 09/2012–11/2015; Securian Financial Services, Inc. (Fort Myers, FL) 01/2012–04/2012
- Other Business Affiliations: Owner, Welcome Home Florida (3825 SW 15th Place, Cape Coral, FL) The Wealth Advisory Board, Inc., U.S. Health Brokerage, insurance, Fort Myers FL,
- CRD number: 6001878
- Stockbroker / Financial Advisor. Former FINRA-registered broker
- Current Customer Dispute Seeks Total Damages of: $361,136
- Rex Securities Law currently has cases pending vs. Chris Burch and his former employers. See below.
If you’ve sustained damages from Mr. Burch, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Christopher W. Burch As Your Stockbroker?
A pending AAA arbitration alleges suitability violations tied to stock recommendations made while Burch was associated with Wealth Advisory Board, Inc, 4524 SE 16th Pl, Cape Coral, FL, 33904. The case was filed with the American Arbitration Association in August 2023 (Case No. 01-23-003-5468), seeking $361,136 in damages. Status: Pending.
Investigation Involving Over Concentration of Predictive Oncology Inc. (POAI)
We are currently pursuing cases for customers of Mr. Burch on behalf of investors who allege they were advised to take very large and highly concentrated positions in a single equity, Predictive Oncology Inc. (POAI).
POAI traded as high as %549 in February of 2021. It currently trades at about 6 dollars a share.
Investigations involving Over-Concentration
Allegations of Broker Misconduct Against Christopher William Burch
Unsuitability
Overconcentration
Firms Have a Duty to Supervise their Financial Advisors (FINRA Rules 3110 & 2090) Brokers and their firms have a duty to comply with the FINRA suitability rule which requires that they have a reasonable basis to believe that a recommendation is suitable for the customer.
FINRA Rule 2111- suitability -Regulation Best Interest
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account handled by Christopher William Burch, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration. We would also appreciate hearing from individuals who may have information helpful to our investigation.
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.