Maria Brezden, et al. v. Associated Securities Corp, et al.,
In 2009, Aidikoff, Uhl & Bakhtiari arbitrated and won the largest arbitration award for retail customers in calendar year 2009. The arbitration award totaled $8.8 million and involved hedge fund losses incurred as a result of the brokerage firm’s failure to perform adequate due diligence.
Press Coverage
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10/28/2007
Investment Fund Fails; Locals Lose Millions
San Luis Obispo Tribune
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10/28/2007
‘It was just a lie’, period: Investors say risk was repeatedly downplayed
San Luis Obispo Tribune
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11/1/2007
Central Coast investors lose millions in hedge fund deal
KSBY 6 Action News
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11/3/2007
14 more investors who lost millions file claim
The Tribune
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11/21/2007
The Tribune
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2/20/2008
San Luis Obispo Tribune
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9/30/2008
WealthWise adviser allegedly got kickbacks for uging clients to invest millions in risky fund
San Luis Obispo Tribune
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3/24/2009
SLO County Investors that Lost Millions in Failed Funds Win in Arbitration
San Luis Obispo Tribune
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3/24/2009
Panel Awards $8.8M to SLO-based WealthWise Clients
San Luis Obispo Tribune
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6/16/2009
WealthWise owner Jeffrey Forrest barred from acting as an investment adviser by the SEC
The Tribune
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8/25/2009
$8.8 million paid to clients of former WealthWise financial adviser Jeffrey Forrest
The Tribune
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11/18/2009
Pacific Life takes a punch at LPL over potentially millions in lawsuits
Investment News