What if I don’t understand my investments?
Generally, one duty every broker has is to explain the investments recommended to make sure that the client understands the reason for the investment, the type of investment, and the risks associated with the investment. If a broker fails to explain the recommended investments so that the client understands why it is being recommended and what risk it bears, then the broker can't make certain the recommendation is suitable for the investor, as required by the rules. If you don't understand your investments, make sure that your broker explains them all to you until you understand why they were recommended, and what risk they pose to your investment strategy. If the broker hesitates whatsoever, you should have someone else assess the risk in your account and whether the recommendations were appropriate.
Client Reviews
★★★★★
Bryan Forman helped me through the turmoil of an investment advisor taking my family’s money. I was depressed and they gave me hope. They helped me recover some of the money taken from me. Bryan and his assistant Melody Bounds helped me with other concerns in my life and I am grateful. They kept me informed every step of the way and I highly recommend their firm. Nancy
★★★★★
Down to earth, personal, professional attention
Bryan and his assistant Melody could not have been more kind, compassionate and attentive. They explained everything that would be happening and were always available. My family is extremely grateful for the way they handled our legal issue. I would highly recommend them for your investment and securities issues. Vicki
★★★★★
I hired Bryan to help me with an issue with a financial institution. Bryan and his assistant Melody Bounds were professional and personal while resolving my situation. Bryan's experience and expertise were crucial in the positive outcome. Both he and Melody spent long hours researching and preparing my case. There was excellent communication during the process and they always kept me informed on the current events in my case. They treated me like family and not just a client. I would highly recommend Bryan Forman to represent anyone that needs legal representation regarding possible malpractice regarding investment fraud. Bryan will listen sincerely to your situation and give you his honest opinion on the validity of your case. John