Advisor Alert: Our Attorneys Are Investigating Ronald Joseph Burkard For Investment Fraud

Did You Lose Money Because of Ronald Burkard?

Filed: March 4, 2024

Ronald Burkard 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 Ronald Joseph Burkard.

Who Is Ronald Joseph Burkard of Centaurus Financial, Inc.?

  • Advisor Name: Ronald Joseph Burkard
  • Aliases: Ronanld Joseph Burkard
  • CRD: 2703044
  • Location: Santa Ana, California
  • Current Employer: Centaurus Financial, Inc.
  • Previous Firms: AXA Advisors, LLC and WM Financial Services, Inc.
  • Number of Known Customer Complaints: 1
  • Can Ronald Burkard Be Sued: Yes, in Private Arbitration
  • Can Ronald Burkard’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $17,971.22
  • Highest Settlement: $12,500

If you have suffered investment losses by Ronald Burkard, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a margin call liquidations 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 Ronald Burkard For Broker Misconduct

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

In March 2010, a complaint was filed against or in reference to Ronald Burkard by a customer of Centaurus Financial, Inc. alleging that Mr. Burkard liquidated a variable annuity causing the loss of death benefit that was not in the best interest of the customer. Per the customer, he/she lost over $17,971.22 because of Mr. Burkard’s actions. On April 15, 2011, Mr. Burkard settled the claim for $12,500, and some or all of this amount may have been paid by Mr. Burkard’s employer and/or insurance carrier.

How To File A Claim Against Ronald Burkard of Centaurus Financial, Inc. (previously with AXA Advisors, LLC and WM Financial Services, Inc.) To Get Your Money Back

If you have questions about Ronald Burkard, Centaurus Financial, Inc., AXA Advisors, LLC, WM Financial Services, 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.