<![CDATA[Lincoln Financial Advisors - Israels & Neuman, PLC]]> https://www.israelsneuman.com/blog/tags/lincoln-financial-advisors/ Wed, 20 Aug 2025 15:41:51 GMT en-us <![CDATA[JEFFREY FURNISS of Lincoln Financial Subject of COMPLAINTS]]> https://www.israelsneuman.com/blog/jeffrey-furniss-lincoln-financial-complaints/ https://www.israelsneuman.com/blog/jeffrey-furniss-lincoln-financial-complaints/ Wed, 29 May 2024 15:51:57 GMT Jeffrey Furniss, with Lincoln Financial Advisors, Subject of Several Complaints ANNAPOLIS, MARYLAND Did you invest in oil and gas with Jeffrey Furniss from Annapolis, Maryland? Our firm is reviewing allegations made by several customers who filed claims against his brokerage firm, Lincoln Financial Advisors. According to FINRA’s BrokerCheck, Mr. Furniss has been the subject of…

]]> Jeffrey Furniss, with Lincoln Financial Advisors, Subject of Several Complaints

ANNAPOLIS, MARYLAND Did you invest in oil and gas with Jeffrey Furniss from Annapolis, Maryland? Our firm is reviewing allegations made by several customers who filed claims against his brokerage firm, Lincoln Financial Advisors.

According to FINRA’s BrokerCheck, Mr. Furniss has been the subject of five customer complaints, two of which are still pending. The pending complaint alleges that he sold unsuitable oil and gas investments, which allegedly lost a combined $175,000. The complaint was part of a class action lawsuit. Two other complaints involving oil and gas investments from 2022 have already been settled.

Since 2005, Jeffrey Furniss has worked in an Annapolis, Maryland office for Lincoln Financial Advisors. He also operates Charter Financial Group in Annapolis.

Under FINRA Rules, Furniss must make investment recommendations that are suitable for the customer. Brokerage firms must perform due diligence on all investment products it sells. If it failed to adequately perform due diligence, Lincoln Financial Advisors could be liable for investor losses.

BrokerCheck report can be seen HERE

If you lost money with Jeffrey Furniss or Lincoln Financial Advisors, please Contact Us at 206-795-5798 for a free evaluation of your case.

]]> <![CDATA[PAUL MEANEY of Lincoln Financial Subject of COMPLAINTS]]> https://www.israelsneuman.com/blog/paul-meaney-lincoln-financial-complaints/ https://www.israelsneuman.com/blog/paul-meaney-lincoln-financial-complaints/ Mon, 13 May 2024 21:10:53 GMT Customers of Paul Meaney Complain About Oil and Gas Investments WALTHAM, MASSACHUSETTS The securities and investment fraud law firm of Israels & Neuman is looking into complaints made by several former customers who filed claims against Paul Meaney, while at Lincoln Financial Advisors. Lincoln Financial has faced five customer complaints regarding recommendations made by Mr.…

]]> Customers of Paul Meaney Complain About Oil and Gas Investments

WALTHAM, MASSACHUSETTS The securities and investment fraud law firm of Israels & Neuman is looking into complaints made by several former customers who filed claims against Paul Meaney, while at Lincoln Financial Advisors. Lincoln Financial has faced five customer complaints regarding recommendations made by Mr. Meaney, three of which were filed in FINRA arbitration.

Three out of the five complaints involved oil and gas investments. The most recent complaint alleges a $75,000 loss in an oil and gas investment called Atlas.

From 2007 to the present, Paul Meaney worked at Lincoln Financial Advisors in Waltham, Massachusetts.

Alternative investments like oil and gas investments can carry significant risks. Moreover, if the investment is a private placement, the investor must be qualified or accredited to invest.

BrokerCheck report can be seen HERE

If you lost money with Paul Meaney or Lincoln Financial Advisors, please Contact Us at 206-795-5798 for a free evaluation of your case.

]]> <![CDATA[JOHN BUSSA of Lincoln Financial Subject of Multiple COMPLAINTS]]> https://www.israelsneuman.com/blog/john-bussa-lincoln-financial-complaints/ https://www.israelsneuman.com/blog/john-bussa-lincoln-financial-complaints/ Mon, 13 May 2024 18:41:56 GMT John Bussa, with Lincoln Financial Advisors, Subject of Several Complaints SOUTHFIELD, MICHIGAN Have you invested with John Bussa from Southfield, Michigan? Our firm is reviewing allegations made by several customers who have filed claims against his brokerage firm, Lincoln Financial Advisors. Bussa has been the subject of eight customer complaints, two of which are still…

]]> John Bussa, with Lincoln Financial Advisors, Subject of Several Complaints

SOUTHFIELD, MICHIGAN Have you invested with John Bussa from Southfield, Michigan? Our firm is reviewing allegations made by several customers who have filed claims against his brokerage firm, Lincoln Financial Advisors.

Bussa has been the subject of eight customer complaints, two of which are still pending. The most recent complaint alleges that he sold an unsuitable oil and gas investment. The oil and gas investment allegedly lost $100,000. Another pending complaint involves the sale of a REIT – a real estate investment trust.

John Bussa has worked in a Southfield, Michigan office for Lincoln Financial Advisors since 2001. Bussa also operates JMB & Associates in Southfield.

Investment advisors are required to make investment recommendations that are suitable for the customer, under FINRA Rule 2111. Brokerage firms must perform due diligence on all investment products it sells. If it failed to adequately perform due diligence, they could be liable for investor losses.

BrokerCheck report can be seen HERE

If you lost money with John Bussa or Lincoln Financial Advisors, please Contact Us at 206-795-5798 for a free evaluation of your case.

]]> <![CDATA[COMPLAINTS Against CHRISTOPHER CAVALLARO of Lincoln Financial]]> https://www.israelsneuman.com/blog/complaints-christopher-cavallaro-lincoln-financial/ https://www.israelsneuman.com/blog/complaints-christopher-cavallaro-lincoln-financial/ Thu, 28 Sep 2023 19:48:19 GMT Christopher Cavallaro, Formerly with Lincoln Financial Advisors, Subject of Customer Complaints FALMOUTH, MASSACHUSETTS Have you invested with Christopher Cavallaro from Falmouth, Massachusetts? The securities and investment fraud law firm of Israels & Neuman is looking into complaints made by several former customers who have filed claims against Christopher Cavallaro’s former brokerage firm, Lincoln Financial Advisors.…

]]> Christopher Cavallaro, Formerly with Lincoln Financial Advisors, Subject of Customer Complaints

FALMOUTH, MASSACHUSETTS

Have you invested with Christopher Cavallaro from Falmouth, Massachusetts? The securities and investment fraud law firm of Israels & Neuman is looking into complaints made by several former customers who have filed claims against Christopher Cavallaro’s former brokerage firm, Lincoln Financial Advisors. Since April 2022, Lincoln Financial Advisors has faced five customer complaints, all alleging that their advisor sold them an unsuitable oil and gas investment. The oil and gas investment allegedly lost money, which led to the customers filing these complaints in FINRA arbitration.

From 2003 to October 2016, Christopher Cavallaro worked in a Falmouth, Massachusetts office for Lincoln Financial Advisors. He has been with LPL Financial since October 2016. He also operated Integrated Wealth Concepts.

Brokerage firms must perform due diligence on all investment products it sells. If they to adequately perform due diligence, the brokerage firms could be liable for investor losses.

VIEW BROKER CHECK REPORT HERE

If you lost money with Christopher Cavallaro or Lincoln Financial Advisors, please Contact Us at 206-795-5798 for a free evaluation of your case.

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