Advisor Alert: Our Attorneys Are Investigating Timothy Paul Portelance For Investment Fraud
Did You Lose Money Because of Timothy Portelance?
Filed: March 6, 2024
Timothy Portelance currently has one (1) pending customer complaint. Overall, he 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 Timothy Paul Portelance.
Who Is Timothy Paul Portelance of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.?
- Advisor Name: Timothy Paul Portelance
- Aliases: Timothy Portelance
- CRD: 2227106
- Location: Charlotte, North Carolina
- Current Employer: Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
- Previous Firms: Edward Jones and Planco Financial Services, Inc.
- Number of Known Customer Complaints: 1
- Can Timothy Portelance Be Sued: Yes, in Private Arbitration
- Can Timothy Portelance’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $227,334.15
- Highest Settlement: Unknown
If you have suffered investment losses by Timothy Portelance, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stockbroker 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 Timothy Portelance For Broker Misconduct
As of this publication date, Timothy Portelance has been the subject of 1 customer dispute. Let’s review it below.
In November 2023, a complaint was filed against or in reference to Timothy Portelance by a customer of Raymond James Financial Services, Inc. alleging that Mr. Portelance improperly allowed one plaintiff’s nephew to use an allegedly invalid Power of Attorney signed by the plaintiff to transfer funds from the plaintiff’s account to an account jointly held by the plaintiff and the nephew, and that the plaintiff is not being permitted to access this joint account. Per the customer, he/she lost over $227,334.15 because of Mr. Portelance’s actions. As of this publication date, this claim remains pending.
How To File A Claim Against Timothy Portelance of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. (previously with Edward Jones and Planco Financial Services, Inc.) To Get Your Money Back
If you have questions about Timothy Portelance, Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Edward Jones, Planco 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.