CPAA Plus - Invidious

CPAA Plus

Too often, investors aren’t aware of the inherent risks in their portfolios or finances until well after the damage has been done. This can lead to devastating financial loss and a contentious relationship between advisor and client. Whether resultant from unsuitable investment recommendations, overexposure in portfolios, unnoticed withdrawals, or myriad other points of contention, the end result is at best a strained relationship and a financial loss, and at worse a criminal matter. The shocking realities of investment fraud have been well-publicized in recent years, but the truth is that in many cases once a client’s money is gone, even if a matter is successfully tried in a court of law, the money lost is never recouped dollar for dollar. CPAA+ offers Investors protection from this potential harm. We oversee Brokers/Advisors and this oversight provides Investors with the confidence that comes from knowing their financial goals are being met and risks managed.

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0:10

The Benefits of Choosing an Accredited Investment Fiduciary Analyst® DESIGNEE

CPAA Plus

Shared 2 years ago

12 views

1:33

Brokerage Firms Caught in GPB Automotive Deception by FINRA

CPAA Plus

Shared 2 years ago

15 views

0:15

PONZI Schemes Are Alive and Still Harming Investors Don’t Become A Victim

CPAA Plus

Shared 2 years ago

4 views

1:06

If You Were Sold a Non Traded REIT, Give Me A Call For A Free Consultation

CPAA Plus

Shared 2 years ago

14 views

1:17

JP Morgan Securities Fined by FINRA

CPAA Plus

Shared 2 years ago

50 views

0:16

FINRA Sanctions a Broker so He Sets Up Shop as an Investment Advisor in MI

CPAA Plus

Shared 2 years ago

4 views

0:16

Research Your Investment Professional With These Tools

CPAA Plus

Shared 2 years ago

0 views

0:31

A Broker Churned an Account generating over $134,000 in Commissions

CPAA Plus

Shared 2 years ago

30 views

0:31

A Question Everyone Should Ask Their Broker / Advisor

CPAA Plus

Shared 2 years ago

4 views

0:31

Another Ponzi Scheme This time, it involves “CRYPTO” go figure.

CPAA Plus

Shared 2 years ago

13 views

1:40

An Often Overlooked Resource For Investors Who Are Victims Of Financial Malfeasance

CPAA Plus

Shared 2 years ago

97 views

0:54

Warning: Do Not Loan Your Broker Money, Here's Why

CPAA Plus

Shared 2 years ago

11 views

0:16

GWG Holdings Defaults on $13.6M putting GWG L Bond Investors in Dire Straits

CPAA Plus

Shared 2 years ago

66 views

0:16

10 Million Dollars Diverted From Professional Athletes Investment Funds To Dubious Places

CPAA Plus

Shared 2 years ago

5 views

0:31

Elaborate Ponzi Scheme Partners With Local Insurance Agents And Targets Military Veterans

CPAA Plus

Shared 2 years ago

6 views

0:16

Retire Happy, LLC Charged With Selling Fraudulent Securities - Seniors Lose Millions

CPAA Plus

Shared 2 years ago

38 views

3:00

FINRA Sanctioned Broker “Lynn Cooper Faust” for 90 Days

CPAA Plus

Shared 2 years ago

9 views

0:10

Senior Citizens Retirement Accounts Targeted by Con-Artist Totally $67 million.

CPAA Plus

Shared 2 years ago

2 views

2:04

Senior Investor “WINS” Case Against Broker Dealer, Total Damages Awarded - $170,000

CPAA Plus

Shared 2 years ago

37 views

0:11

“If it sounds too good to be true, it probably is”—Great Advice For Identifying Investment Scams

CPAA Plus

Shared 3 years ago

16 views

1:49

The High Cost of Free Lunch Seminars That Preach Investment Advice But Push Investment Products

CPAA Plus

Shared 3 years ago

7 views

0:10

4 Individuals Charged For Fraud By The SEC For Promising Outsized Gains

CPAA Plus

Shared 3 years ago

2 views

1:30

Merrill Fined $950K After Lax Supervision Let Two Brokers Steal $6M

CPAA Plus

Shared 3 years ago

12 views

1:35

Seniors Lose $3 Billion per year to Financial Exploitation

CPAA Plus

Shared 3 years ago

6 views

1:54

FINRA Sanctions Broker for Selling Non-Traded Reits (Thanks to the FINRA Helpline)

CPAA Plus

Shared 3 years ago

5 views

2:17

FINRA Sanctions a Broker for Trading in a Deceased Customers Account

CPAA Plus

Shared 3 years ago

2.2K views

3:20

Brokers Are Required To Call Before Every Trade, Does Yours?

CPAA Plus

Shared 3 years ago

143 views

1:27

Margin Calls Can Cause Irreparable Financial Harm

CPAA Plus

Shared 3 years ago

157 views

1:57

Ponzi Schemers find their way into the Cryptocurrency World

CPAA Plus

Shared 3 years ago

4 views

1:49

Protecting Senior Investors from Financial Fraud with a Dedicated Helpline

CPAA Plus

Shared 3 years ago

2.1K views

1:19

FINRA concluded the broker “failed to conduct reasonable diligence”.

CPAA Plus

Shared 3 years ago

25 views

2:06

40 PONZI schemes uncovered in 2020

CPAA Plus

Shared 3 years ago

1.2K views

1:01

The SEC considers Inverse & Leveraged ETFs “highly complex”.

CPAA Plus

Shared 3 years ago

947 views

1:25

Leverage Can Destroy Your Portfolio In The Blink Of An Eye

CPAA Plus

Shared 3 years ago

11 views

1:40

Non-Traded REITs - Look before you invest

CPAA Plus

Shared 4 years ago

180 views

1:32

When Your Broker Goes Rogue, What Can You Do To Protect Your Portfolio

CPAA Plus

Shared 4 years ago

26 views

1:30

Over-concentration in your investment portfolio can destroy your savings

CPAA Plus

Shared 4 years ago

26 views

1:53

For your broker’s benefit or yours, that is the QUESTION

CPAA Plus

Shared 4 years ago

2 views

1:50

Authorities Uncovered 60 Ponzi Schemes In 2019 Totally $3.25 Billion

CPAA Plus

Shared 4 years ago

14K views

1:59

Woman Loses Her Husband And Then The Life Insurance

CPAA Plus

Shared 4 years ago

13 views

2:31

Don’t fall victim to a Dawn Bennett financial fraud.

CPAA Plus

Shared 4 years ago

345 views

2:44

Is This Why Your Parents’ Financial Well-being Is At Risk?

CPAA Plus

Shared 4 years ago

13 views