Advisor Alert: Our Attorneys Are Investigating Gregory Carl Barson For Investment Fraud
Did You Lose Money Because of Gregory Barson?
Filed: March 12, 2024
Gregory Barson 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 Gregory Carl Barson.
Who Is Gregory Carl Barson of Investment Planners, Inc. and IPI Wealth Management, Inc.?
- Advisor Name: Gregory Carl Barson
- Aliases: Gregory Carl Barson
- CRD: 4874815
- Location: Las Vegas, Nevada
- Current Employer: Investment Planners, Inc. and IPI Wealth Management, Inc.
- Previous Firms: Crown Capital Securities, L.P. and Newport Coast Securities, Inc.
- Number of Known Customer Complaints: 1
- Can Gregory Barson Be Sued: Yes, in Private Arbitration
- Can Gregory Barson’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $99,000
- Highest Settlement: $35,000
If you have suffered investment losses by Gregory Barson, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a breach of fiduciary duty 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 Gregory Barson For Broker Misconduct
As of this publication date, Gregory Barson has been the subject of 1 customer dispute. Let’s review it below.
In March 2023, a FINRA arbitration was filed against or in reference to Gregory Barson by a customer of Crown Capital Securities, L.P. alleging breach of fiduciary duty, lack of suitability, misrepresentations, and failure to supervise in regards to investments made on behalf of the customer. Per the customer, he/she lost over $99,000 because of Mr. Barson’s actions. On February 8, 2024, Mr. Barson settled the claim for $35,000, and some or all of this amount may have been paid by Mr. Barson’s employer and/or insurance carrier.
How To File A Claim Against Gregory Barson of Investment Planners, Inc. and IPI Wealth Management, Inc. (previously with Crown Capital Securities, L.P. and Newport Coast Securities, Inc.) To Get Your Money Back
If you have questions about Gregory Barson, Investment Planners, Inc., IPI Wealth Management, Inc., Crown Capital Securities, L.P., Newport Coast 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.