Advisor Alert: Our Attorneys Are Investigating Robert Mark Montgomery For Investment Fraud
Did You Lose Money Because of Robert Montgomery?
Filed: January 17, 2024
Robert Montgomery 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 Robert Mark Montgomery.
Who Is Robert Mark Montgomery?
- Advisor Name: Robert Mark Montgomery
- Aliases: Robert Montgomery
- CRD: 4861595
- Location: Okemos, Michigan
- Current Employer: Currently Not Registered
- Previous Firms: Ameriprise Financial Services, LLC and IDS Life Insurance Company
- Number of Known Customer Complaints: 1
- Can Robert Montgomery Be Sued: Yes, in Private Arbitration
- Can Robert Montgomery’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $6,758.08
- Highest Settlement: Unknown
If you have suffered investment losses by Robert Montgomery, 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 Robert Montgomery For Broker Misconduct
As of this publication date, Robert Montgomery has been the subject of 1 customer dispute. Let’s review it below.
In January 2019, a complaint was filed against or in reference to Robert Montgomery by a customer of Orin Green Financial, LLC alleging that the annuity the Mr. Montgomery recommended in October 2015, was not suitable. Per the customer, he/she lost over $6,758.08 because of Mr. Montgomery’s actions.
How To File A Claim Against Robert Montgomery (previously with Ameriprise Financial Services, LLC and IDS Life Insurance Company) To Get Your Money Back
If you have questions about Robert Montgomery, Ameriprise Financial Services, LLC, IDS Life Insurance Company, 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.