Advisor Alert: Our Attorneys Are Investigating Gayle Shertzer Lob For Investment Fraud
Did You Lose Money Because of Gayle (Bonnie) Lob?
Filed: November 6, 2023
Bonnie Lob (also known as Gayle Shertzer Lob) 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 Gayle Shertzer Lob.
Who Is Gayle Shertzer Lob?
- Advisor Name: Gayle Shertzer Lob
- Aliases: Bonnie Lob
- CRD: 1748139
- Location: Purchase, New York
- Current Employer: Currently Not Registered
- Previous Firms: LPL Financial LLC, IDS Life Insurance Company, and American Express Financial Advisors Inc.
- Number of Known Customer Complaints: 3
- Can Gayle Lob Be Sued: Yes, in Private Arbitration
- Can Gayle Lob’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $250,000
- Highest Settlement: $75,000
If you have suffered investment losses by Gayle Lob, 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 Gayle Lob For Broker Misconduct
As of this publication date, Gayle Lob has been the subject of 3 customer disputes. Let’s review them below.
In December 2020, a FINRA arbitration was filed against or in reference to Gayle Lob by a customer of LPL Financial LLC alleging unsuitable alternative investment recommendation. Per the customer, he/she lost over $65,000 because of Ms. Lob’s actions. On July 21, 2021, Ms. Lob settled the claim for $6,000, and some or all of this amount may have been paid by Ms. Lob’s employer and/or insurance carrier.
In March 2012, a complaint was filed against or in reference to Gayle Lob by a customer of LPL Financial LLC alleging that investment was over concentrated. Per the customer, he/she lost over $250,000 because of Ms. Lob’s actions. On August 3, 2012, Ms. Lob settled the claim for $75,000, and some or all of this amount may have been paid by Ms. Lob’s employer and/or insurance carrier.
In June 2003, a complaint was filed against or in reference to Gayle Lob by a customer of American Express Financial Advisors alleging that Ms. Lob failed to provide accurate disclosure regarding the annuity death benefit. Per the customer, she lost over $50,000 because of Ms. Lob’s actions.
How To File A Claim Against Gayle Lob (previously with LPL Financial LLC, IDS Life Insurance Company, and American Express Financial Advisors Inc.) To Get Your Money Back.
If you have questions about Gayle Lob, LPL Financial LLC, IDS Life Insurance Company, American Express Financial Advisors 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.