Advisor Alert: Our Attorneys Are Investigating Patrick Jacob Boland For Investment Fraud

Did You Lose Money Because of Patrick Boland?

Filed: November 16, 2023

Patrick Boland 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 Patrick Jacob Boland.

Who Is Patrick Jacob Boland of LPL Financial LLC?

  • Advisor Name: Patrick Jacob Boland
  • Aliases: Patrick Boland
  • CRD: 5658792
  • Location: Neenah, Wisconsin
  • Current Employer: LPL Financial LLC
  • Previous Firms: Woodbury Financial Services, Inc., Proequities, Inc., and Uvest Financial Services Group, Inc.
  • Number of Known Customer Complaints: 1
  • Can Patrick Boland Be Sued: Yes, in Private Arbitration
  • Can Patrick Boland’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $99,000
  • Highest Settlement: $12,500

If you have suffered investment losses by Patrick Boland, 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 Patrick Boland  For Broker Misconduct

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

In August 2019, a FINRA arbitration was filed against or in reference to Patrick Boland by a customer of Proequities Inc. alleging unsuitability and misrepresentation regarding alternative investments, including REITs. Per the customer, he/she lost over $99,000 because of Mr. Boland’s actions. On September 21, 2020, Mr. Boland settled the claim for $12,500, and some or all of this amount may have been paid by Mr. Boland’s employer and/or insurance carrier.

How To File A Claim Against Patrick Boland of LPL Financial LLC (previously with Woodbury Financial Services, Inc., Proequities, Inc., and Uvest Financial Services Group, Inc.) To Get Your Money Back.

If you have questions about Patrick Boland, LPL Financial LLC, Woodbury Financial Services, Inc., Proequities, Inc., Uvest Financial Services Group, 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.