Investment Firms We Know

The Investment Firms We Have Pursued

Below is a partial list of firms against which our clients have pursued claims.  There are numerous other non-FINRA registered defendants and respondents we have pursued on behalf of our clients.

·         Merrill Lynch

·         Bank of America

·         Morgan Stanley

·         Fidelity Investments

·         T D Ameritrade

·         NY Life Securities

·         Rosenthal Collins Group

·         Interactive Brokers

·         Pensionmark

·         ProEquities, Inc.

·         Folio Investments, Inc.

·         TruePath Financial Planning

·         TransAmerica Financial Advisors

·         International Wealth Management

·         United Services Automobile Association (USAA)

·         Stifel Nicolas

·         Waddell & Reed

·         Axa Advisors

·         HD Vest

·         Berthel Fisher

·         HFP Capital Markets

·         PHX Financial

·         Hudson Financial Partners

·         Ameriprise

·         National Planning Corp

·         LPL Financial

·         LPL Investment Holdings

·         LPL Investment Advisory

·         Raymond James Financial Services

·         Wells Fargo

·         Brazos Securities

·         K. C. Ward

·         Lion Street Financial

·         Southwest Securities

·         Royal Alliance

·         Cetera Financial Group

·         Straits Financial

Fo   Forrester Financial


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.
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
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