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Did You Lose Money Because of Troy Perkins?

Filed: February 21, 2024

Troy Perkins 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 Troy Don Perkins.

Who Is Troy Don Perkins of Concourse Financial Group Securities, Inc.?

  • Advisor Name: Troy Don Perkins
  • Aliases: Troy Perkins
  • CRD: 4337530
  • Location: The Woodlands and Sugarland, Texas
  • Current Employer: Concourse Financial Group Securities, Inc.
  • Previous Firms: Lincoln Financial Securities Corporation and Wells Fargo Advisors, LLC
  • Number of Known Customer Complaints: 2
  • Can Troy Perkins Be Sued: Yes, in Private Arbitration
  • Can Troy Perkins’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $125,000
  • Highest Settlement: $250,000

If you have suffered investment losses by Troy Perkins, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a breach of fiduciary duty 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 Troy Perkins For Broker Misconduct

As of this publication date, Troy Perkins has been the subject of 2 customer disputes. Let’s review them below.

In June 2023, a FINRA arbitration was filed against or in reference to Troy Perkins by a customer of Lincoln Financial Securities Corporation alleging that Mr. Perkins recommended various unsuitable non-conventional investments. Per the customer, he/she lost over $125,000 because of Mr. Perkins’s actions. On October 17, 2023, Mr. Perkins settled the claim for $125,000, and some or all of this amount may have been paid by Mr. Perkins’s employer and/or insurance carrier.

In August 2008, a complaint was filed against or in reference to Troy Perkins by a customer of Wachovia Securities, LLC alleging that indicated investment was the same as a money market and that it was liquid and virtually no risk, and unauthorized purchase. On August 15, 2008, Mr. Perkins settled the claim for $250,000, and some or all of this amount may have been paid by Mr. Perkins’s employer and/or insurance carrier.

How To File A Claim Against Troy Perkins of Concourse Financial Group Securities, Inc. (previously with Lincoln Financial Securities Corporation and Wells Fargo Advisors, LLC) To Get Your Money Back

If you have questions about Troy Perkins, Concourse Financial Group Securities, Inc., Lincoln Financial Securities Corporation, Wells Fargo Advisors, LLC, 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.

Author Photo

Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
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