Articles Posted in Kirkland

Roger Bowlin of Concorde Investment Services Faces Allegations for Sales of REITs and Non-Traded Investments
Israels & Neuman, PLC
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Have you lost money with financial advisor Roger Bowlin, formerly with Concorde Investment Services in Mercer Island, Washington?  This advisor has been alleged to have sold alternative investments to his clients, which often are investment products that are not traded on a public exchange like NYSE and NASDAQ.  In particular, he allegedly recommended that his…

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WILLIAM CARLTON of Cetera Advisors is FIRED
Israels & Neuman, PLC
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Cetera Advisors Fires Advisor William Carlton for Inappropriate Trading Practice Allegations KIRKLAND, WASHINGTON Were you a client of financial advisor William Carlton from Kirkland, Washington? Our securities arbitration law firm is looking into allegations made against William Carlton also known as Bill D. Carlton. In December 2023, he was fired by Cetera Advisors. Cetera Advisors…

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