Advisor Alert: Our Attorneys Are Investigating Phillip Noland Atteberry For Investment Fraud
Did You Lose Money Because of Phillip Atteberry?
Filed: January 30, 2024
Phillip Atteberry currently has one (1) pending customer complaint. Overall, he has been the subject of two (2) 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 Phillip Noland Atteberry.
Who Is Phillip Noland Atteberry of Creative Planning?
- Advisor Name: Phillip Noland Atteberry
- Aliases: Phillip N Atteberry
- CRD: 4247195
- Location: Overland Park, Kansas
- Current Employer: Creative Planning
- Previous Firms: Gupta Wealth Management, LLC, Fisher Investments, and Citicorp Investment Services
- Number of Known Customer Complaints: 2
- Can Phillip Atteberry Be Sued: Yes, in Private Arbitration
- Can Phillip Atteberry’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $9,500,000
- Highest Settlement: Unknown
If you have suffered investment losses by Phillip Atteberry, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stock market losses 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 Phillip Atteberry For Broker Misconduct
As of this publication date, Phillip Atteberry has been the subject of 2 customer disputes. Let’s review them below.
In September 2023, a complaint was filed against or in reference to Phillip Atteberry by a customer of Creative Planning alleging negligence and breach of fiduciary duty regarding options transactions from April 2017 through March 2020. Per the customer, he/she lost over $9,500,000 because of Mr. Atteberry’s actions.
In July 2021, a complaint was filed against or in reference to Phillip Atteberry by a customer of Gupta Wealth Management, LLC alleging breach of fiduciary duty, negligence, fraud, violation of the California Corporations code, and violation of the Kansas Uniform Securities Act related to the sale of conservation easements, 2015-2017. Per the customer, he/she lost over $5,185,000 because of Mr. Atteberry’s actions. As of this publication date, this claim remains pending.
How To File A Claim Against Phillip Atteberry of Creative Planning (previously with Gupta Wealth Management, LLC, Fisher Investments, and Citicorp Investment Services) To Get Your Money Back
If you have questions about Phillip Atteberry, Creative Planning, Gupta Wealth Management, LLC, Fisher Investments, Citicorp Investment Services, 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.