Last Updated: July 2025 – New Braunfels, Texas
Here’s what you need to know about New Braunfels, TX, registered investment advisor Yvette Barrera:
- Name: Yvette Barrera
- CRD Number: 7306089
- Current Employer: Foundations Investment Advisors LLC
- Prior Employer: Texas Financial Advisory (CRD #306413)
- Function: Investment Adviser Representative
- Other Business Affiliations: ID Life, Magellan Insurance
- Primary Location: New Braunfels, TX
- Sanctioned by Regulators? No
- Pending Customer Dispute Seeks Damages of: $21,349,713
- Product Type Involved: Promissory Notes
If you’ve sustained damages from Ms. Barrera, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Yvette Barrera As Your Financial Advisor?
Yvette Barrera is currently named as a defendant in a pending civil lawsuit filed in the 438th Judicial District of Bexar County, Texas (Case No. 2023CI22575). The case, served on April 16, 2024, alleges that Ms. Barrera recommended unregistered securities in the form of promissory notes, failed to disclose commissions, and did not ensure that the investments were in the clients’ best interests.
The plaintiffs are seeking $21,349,713 in damages. Ms. Barrera is being sued due to her former affiliation with Brooklyn Chandler Willy and Queen B Advisors, LLC, doing business as Texas Financial Advisory, her prior employer.
Allegations of Misconduct Against Yvette Barrera
The customer lawsuit filed in Bexar County, Texas court alleges the following:
- Recommendation of unregistered securities
- Failure to disclose commissions
- Unsuitability of investments
- Failure to act in the best interests of clients
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account handled by Yvette Barrera, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages.
Firms We Have Pursued for our Clients
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.