Lincoln Financial Advisors Corporation Tag Archives

There are Recent Customer Complaints with Broker Rodney Repko in Firm Lincoln Financial Advisors Corporation

April 17, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Rodney Repko (Repko), previously associated with Lincoln Financial Advisors Corporation, has at least 2 disclosable events. These events include one customer complaint, one regulatory event, alleging that Repko recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on January 11, 2021.

The client alleges the RR processed withdrawals from his variable annuity without his consent and harming the guarantees provided by the annuity.

Broker Joan Weiss in Lincoln Financial Advisors Corporation Firm Has Customer Complaint

February 17, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Joan Weiss (Weiss), previously associated with Lincoln Financial Advisors Corporation, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Weiss recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on May 16, 2021.

Plaintiff alleges the representative recommended inappropriate investments and insurance products and that the fees charged for those investments and insurance products were not reasonable. Plaintiff also alleges an annuity beneficiary form was not properly processed.

Broker Joshua Tabaj in Lincoln Financial Advisors Corporation Firm Has Customer Complaint

November 16, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Joshua Tabaj (Tabaj), previously associated with Lincoln Financial Advisors Corporation, has at least one disclosable event. These events include one customer complaint, alleging that Tabaj recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on June 06, 2022.

Claimant alleges the RR recommended an unsuitable Oil & Gas investment.

There are Recent Customer Complaints with Broker Christopher Dunlevy in Firm Lincoln Financial Advisors Corporation

July 14, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Christopher Dunlevy (Dunlevy), previously associated with Lincoln Financial Advisors Corporation, has at least one disclosable event. These events include one customer complaint, alleging that Dunlevy recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $524,957.53 on August 07, 2023.

Customers allegations involve management of their fixed annuities in January 2023

There are Recent Customer Complaints with Broker Saied Zangenehpour in Firm Lincoln Financial Advisors Corporation

June 2, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Saied Zangenehpour (Zangenehpour), previously associated with Lincoln Financial Advisors Corporation, has at least one disclosable event. These events include one customer complaint, alleging that Zangenehpour recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $100,000.00 on February 16, 2024.

Claimant alleges the RR recommended an unsuitable Oil & Gas investment

There are Recent Customer Complaints with Broker Thomas Craft in Firm Lincoln Financial Advisors Corporation

June 2, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Thomas Craft (Craft), previously associated with Lincoln Financial Advisors Corporation, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Craft recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $50,000.00 on February 16, 2024.

Claimant alleges the registered representative recommended an unsuitable oil and gas investment.

Broker Harry Horn in Lincoln Financial Advisors Corporation Firm Has Customer Complaint

March 24, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Harry Horn (Horn), previously associated with Lincoln Financial Advisors Corporation, has at least one disclosable event. These events include one customer complaint, alleging that Horn recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $70,000.00 on August 30, 2024.

Claimant alleges the RR recommended an unsuitable Oil & Gas investment

There are Recent Customer Complaints with Broker John Ryan jr in Firm Lincoln Financial Advisors Corporation

March 3, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker John Ryan jr (Ryan jr), previously associated with Lincoln Financial Advisors Corporation, has at least one disclosable event. These events include one customer complaint, alleging that Ryan jr recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $35,000.00 on October 28, 2024.

Claimant alleges their RR recommended an unsuitable Oil and Gas investment.

Broker Richard Brownstein in Lincoln Financial Advisors Corporation Firm Has Customer Complaint

March 2, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Richard Brownstein (Brownstein), previously associated with Lincoln Financial Advisors Corporation, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Brownstein recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $100,000.00 on October 28, 2024.

Claimant alleges the RR recommended an unsuitable Oil & Gas Investment

Broker Bronson Jacoway in Lincoln Financial Advisors Corporation Firm Has Customer Complaint

February 11, 2025 | by Staff Attorney

Previously financial advisor Bronson Jacoway (Jacoway), previously employed by brokerage firm Lincoln Financial Advisors Corporation has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $50,000.00 on October 28, 2024.

Claimant alleges the RR recommended an unsuitable Oil & Gas investment