Advisor Alert: Our Attorneys Are Investigating Loreen M. Gilbert For Investment Fraud

Did You Lose Money Because of Loreen Gilbert?

Filed: November 29, 2023

Loreen Michelle Gilbert (also known as Loreen Michelle Hoehner, Loreen Gilbert Sweeney, and Loreen Michelle Sweeney) 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 Loreen M Gilbert.

Who Is Loreen M Gilbert of LPL Financial LLC?

  • Advisor Name: Loreen M Gilbert
  • Aliases: Loreen Michelle Gilbert, Loreen Michelle Hoehner, Loreen Gilbert Sweeney, Loreen Michelle Sweeney
  • CRD: 1781194
  • Location: Irvine, California
  • Current Employer: LPL Financial LLC
  • Previous Firms: 401 (K) Investment Advisors, Inc., Princor Financial Services Corporation, and Financial Network Investment Corporation
  • Number of Known Customer Complaints: 1
  • Can Loreen Gilbert Be Sued: Yes, in Private Arbitration
  • Can Loreen Gilbert’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: Unknown
  • Highest Settlement: $45,000

If you have suffered investment losses by Loreen Gilbert, 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 Loreen Gilbert For Broker Misconduct

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

In February 2023, a complaint was filed against or in reference to Loreen Gilbert by a customer of LPL Financial LLC alleging that Gilbert recommended an unsuitable portfolio of investments from January 2014 to January 2023. On April 25, 2023, Gilbert settled the claim for $45,000, and some or all of this amount may have been paid by Gilbert’s employer and/or insurance carrier.

How To File A Claim Against Loreen Gilbert of LPL Financial LLC (previously with 401 (K) Investment Advisors, Inc., Princor Financial Services Corporation, and Financial Network Investment Corporation) To Get Your Money Back.

If you have questions about Loreen Gilbert, LPL Financial LLC, 401 (K) Investment Advisors, Inc., Princor Financial Services Corporation, Financial Network Investment Corporation, 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.