Advisor Alert: Our Attorneys Are Investigating David Elroy Roberson For Investment Fraud

Did You Lose Money Because of Dave Roberson?

Filed: November 6, 2023

Dave Roberson (also known as David Elroy Roberson and David E Roberson) has been the subject of three (3) customer complaints. 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 David Elroy Roberson.

Who Is David Elroy Roberson of LPL Financial LLC?

  • Advisor Name: David Elroy Roberson
  • Aliases: Dave Roberson, David E Roberson
  • CRD: 3167646
  • Location: Paducah, Kentucky
  • Current Employer: LPL Financial LLC
  • Previous Firms: Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.
  • Number of Known Customer Complaints: 3
  • Can David Roberson Be Sued: Yes, in Private Arbitration
  • Can David Roberson’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $25,000
  • Highest Settlement: Unknown

If you have suffered investment losses by David Roberson, 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 Dave Roberson For Broker Misconduct

As of this publication date, David Roberson has been the subject of 3 customer disputes. Let’s review them below.

In June 2020, a complaint was filed against or in reference to David Roberson by a customer of Raymond James Associates alleging misrepresentation of a variable annuity. Per the customer, he/she lost over $24,333 because of Mr. Roberson’s actions.

In October 2010, a complaint was filed against or in reference to David Roberson by a customer of Morgan Keegan & Company, Inc. alleging unsuitability with regard to mutual funds purchased in 2005. Per the customer, he/she lost over $25,000 because of Mr. Roberson’s actions.

In August 2009, a complaint was filed against or in reference to David Roberson by a customer of Morgan Keegan & Company, Inc. alleging unsuitability in regards to the recommendation of a variable annuity product to his now deceased father.

How To File A Claim Against Dave Roberson of LPL Financial LLC (previously with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.) To Get Your Money Back.

If you have questions about David Roberson, LPL Financial LLC, Raymond James & Associates, Inc., Morgan Keegan & Company, 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.