Did You Lose Money Because of Dylan Shepherd?
Filed: March 4, 2024
Dylan Shepherd has been the subject of one (1) customer complaint. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.
Let’s begin our Patil Law Advisor Alert with a summary report on Dylan Vincent Shepherd.
Who Is Dylan Vincent Shepherd of Lincoln Financial Securities Corporation?
- Advisor Name: Dylan Vincent Shepherd
- Aliases: Dylan Shepherd
- CRD: 3255096
- Location: Salt Lake City, Utah
- Current Employer: Lincoln Financial Securities Corporation
- Previous Firms: Citigroup Global Markets Inc.
- Number of Known Customer Complaints: 1
- Can Dylan Shepherd Be Sued: Yes, in Private Arbitration
- Can Dylan Shepherd’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $40,000
- Highest Settlement: $21,009.61
If you have suffered investment losses by Dylan Shepherd, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stockbroker fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.
Customer Complaints Filed Against Dylan Shepherd For Broker Misconduct
As of this publication date, Dylan Shepherd has been the subject of 1 customer dispute. Let’s review it below.
In May 2023, a FINRA arbitration was filed against or in reference to Dylan Shepherd by a customer of Lincoln Financial Securities Corporation alleging that Mr. Shepherd recommended an unsuitable Oil & Gas investment. Per the customer, he/she lost over $40,000 because of Mr. Shepherd’s actions. On October 6, 2023, Mr. Shepherd settled the claim for $21,009.61, and some or all of this amount may have been paid by Mr. Shepherd’s employer and/or insurance carrier.
How To File A Claim Against Dylan Shepherd of Lincoln Financial Securities Corporation (previously with Citigroup Global Markets Inc.) To Get Your Money Back
If you have questions about Dylan Shepherd, Lincoln Financial Securities Corporation, Citigroup Global Markets Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.
