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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.

Keep Good Records in Case of a Broker Dispute

While you never enter a relationship with your broker thinking it will end in a dispute, it is always a good idea to be prepared. The more detailed the records you keep, the greater the chances of recovering your financial losses. According to the North American Securities Administrators Association (NASAA), many state regulators have checklists you can use, to help you keep good records. These checklists provide guidelines as to what information needs to be collected from your broker, such as the date the conversation with the broker took place and the proposed investment. You can contact your state securities regulator to inquire about this checklist.

NASAA also has its own investor checklist, which includes the following:

  • Name of the security
  • Reasons the broker recommended the investment
  • The risks involved
  • Whether the investment met your financial objectives

By collecting this information and more, you can stay one step ahead if a broker dispute arises. Whether you someday file a claim regarding the unsuitability of an investment or improper asset allocation, the more details you can provide during arbitration, the better.

Know Your Broker

Before doing business with any financial advisor or broker, make sure you do your homework first. For tips on what to look for and questions to ask, read our informative articles:

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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