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  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

  • Attorney David Meyer is a member of the Million Dollar Advocates Forum, an organization recognizing attorneys who have secured million dollar cases.

  • Martindale-Hubbell® Peer Review Ratings™ has recognized attorney David Meyer as an AV Preeminent® attorney in High Ethical Standing.

  • Attorneys David Meyer and Matthew Wilson have received a 10 out of 10 “Superb” rating on Avvo, calculated based on stringent and exhaustive criteria.

  • Attorney David Meyer was selected as the 2015 Lawyer of the Year for Professional Malpractice Law – Plaintiffs for Columbus, OH by Best Lawyers®.

  • Meyer Wilson was ranked as a Tier 1 Best Law Firm for both Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs by U.S. News.

  • Attorney David Meyerhas been selected to the list of the Best Lawyers in America® for Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs every year since 2011.

What Does My Broker Need to Know About Me?

I know avoiding securities fraud has a lot to do with finding out more about my broker, but what does my broker or financial advisor actually need to know about me?

This is an excellent question. We often put so much emphasis on the responsibilities of your stockbroker or investment advisor that we forget to remind investors that they, too, have a responsibility. In order to fulfill his or her duties and help you make the right decisions, your broker needs some honest information about you, too. Communicating clearly with your broker about your needs helps you avoid securities fraud because you are opening a dialogue and making your financial boundaries clear.

Make sure that you take a little time to talk to your broker or advisor about your:

  • Investing experience
  • Risk tolerance
  • General financial situation
  • Financial and investment goals

Be honest, and keep your broker or advisor in the loop if something changes. If you don’t feel like you can discuss these things with your broker or advisor, then you should probably consider finding someone you are more comfortable with. Try meeting with several professionals in person, and talk about their investment strategies and experience with situations similar to yours.

If believe you have suffered investment losses because a broker did not act in your interests or lured you into an investment scam, speak with an experienced securities fraud lawyer today. Our securities fraud attorneys would be happy to meet with you in a completely free, no-pressure legal consultation to talk about your options.

Need More Information?

Investment misconduct can be complex and confusing. That’s why we’re here to help you. Visit our Common Questions page to find in depth answers directly from our attorneys. Get More Answers
Have You Been a Victim of Investment Fraud?

You trusted your financial advisor with your money, but now you're left wondering what went wrong. If you or a loved one suffered losses because of investment misconduct, Meyer Wilson can step in and fight to recover your losses. The team of investment fraud lawyers at the firm has been helping people like you since 1999 by winning judgments, settlements and verdicts worth hundreds of millions of dollars against brokerage firms, financial advisors and banks.

Get Help With Your Case Now

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