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Did You Lose Money Because of Berrie Coble of Cambridge Investment Research (previously with FTB Advisors)?

Filed: October 20, 2023

Berrie Beth Coble (also known as Berrie Beth Pate or Berrie Pate Smith) currently 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 Berrie Beth Coble.

Who Is Berrie Beth Coble of Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc.?

  • Advisor Name: Berrie Beth Coble
  • Aliases: Berrie Beth Pate, Berrie Pate Smith
  • CRD: 4540578
  • Location: Columbia, Tennessee
  • Current Employer: Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc.
  • Previous Firms: FTB Advisors, Inc. and NBC Securities, Inc.
  • Number of Known Customer Complaints: 1
  • Can Berrie Beth Coble Be Sued: Yes, in Private Arbitration
  • Can Berrie Beth Coble’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $35,000
  • Highest Settlement: Unknown

If you have suffered investment losses by Berrie Beth Coble, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment 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 Berrie Beth Coble For Broker Misconduct

As of this publication date, Berrie Beth Coble has been the subject of 1 customer dispute. Let’s review it below.

In February 2020, a complaint was filed against or in reference to Berrie Beth Coble by multiple customers of FTB Advisors, Inc. The clients claim that they were not aware their assets would be sold and that they would be responsible for any taxes made on capital gains. There were no issues until they began to file their 2018 taxes in October of 2019. At this time, the clients realized they owed a large amount of taxes which they claim created issues with their Health Insurance. The customers stated that they asked Berrie not to do anything which would require them to pay taxes. Per the customers, they lost over $35,000 due to Berrie Beth Coble’s actions.

How To File A Claim Against Berrie Beth Coble of Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. (previously with FTB Advisors, Inc. and NBC Securities, Inc.) To Get Your Money Back.

If you have questions about Berrie Beth Coble, Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., FTB Advisors, Inc., NBC Securities, 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.

Author Photo

Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
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