David Christopher Atlee (David Atlee) – Financial Advisor/Broker David Atlee Allegedly Sold the High-Risk Investment, GPB

David Christopher Atlee (David Atlee) – Financial Advisor/Broker David Atlee Allegedly Sold the High-Risk Investment, GPB | Goodman & Nekvasil, P.A. May Recover Investor Losses

David Christopher Atlee (David Atlee) CRD #5565960

David Atlee is a previously licensed financial advisor/broker with Triad Advisors, Inc. According to David Atlee’s BrokerCheck report, a customer dispute has been filed alleging sales practice violations against David Atlee.

Customer Dispute 10/23/19: Claimants allege that GPB investments in 2015 were unsuitable. This pending customer dispute seeks $500,000 in damages.

Goodman & Nekvasil, P.A. May Recover Investors Losses on GPB and/or Other Investments

Our Firm has recently filed arbitration claims against Concorde Investment Services, LLC, Madison Avenue Securities, LLC, Crown Capital Securities, L.P., Capital Investment Group, Inc. Capital Financial Services, Inc., Kalos Capital, Inc., National Securities Corporation, Woodbury Financial Services, Inc. and Moloney Securities Co. on behalf of investors in GPB Capital investments. We allege that these investments were unsuitable because our clients did not know, among other things, that these GPB investments were high risk, illiquid and included up front fees of 11.75%. We have been contacted by numerous other GPB investors requesting representation. We are handling these cases nationwide.

GPB raised 1.3 billion dollars by issuing private placement notes. These notes are private placement, or non-traditional, investments that are not registered with the SEC. These inherently risky investments are only suitable for sophisticated investors who understand the risks and can afford to lose their entire investment. Unfortunately, many brokerage firms and financial advisors sold these GPB investments to retirees and unsophisticated investors because they paid such a high commission.

If you lost any money on GPB and/or other investments with David Atlee, you may be able to recover your losses. If you lost money on GPB and/or other investments with David Atlee and believe that the investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to represent you in an arbitration action concerning David Atlee’s conduct. There is no charge for an evaluation of your case. Further, we handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.

Goodman & Nekvasil, P.A. has recovered more than $180 million on behalf of victimized investors. If you lost money on GPB and/or other investments with David Atlee and would like your case evaluated by a securities attorney (again, there is no charge for an evaluation and all cases are handled on a purely contingency fee basis), please contact us.