Maria Brezden, et al. v. Associated Securities Corp, et al.,
Mr. Bakhtiari former law firm 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