Clients Of Triad Advisors Dispute Mark Just’s Sales Practices

Investor Alert! There are problematic disclosures on the FINRA BrokerCheck report of Mark William Just (CRD#: 1138738, Indianapolis, Indiana). Evidently, Just is a Triad Advisors LLC broker. He also works as a financial advisor for The Just Company. Notably, the securities broker is involved in multiple disputes that allege unsuitable investment transactions. Here’s what we know so far.

Triad Advisors Client Indicates That Mark Just Recommended Unsuitable Alternative Investments

Evidently, a client of Triad Advisors filed a dispute about Mark Just’s sales practices. In the August 2020 FINRA Arbitration Claim, the client indicated that Just sold unsuitable investments. Specifically, the client indicated that Just initiated their purchase of real estate securities. It is possible that those REITs were inconsistent with the client’s investment profile. For this reason, the client demanded $150,000 in this ongoing matter.

Just Supposedly Sells Bad Investments To Triad Advisors Client

Apparently, a Triad Advisors client took aim at Mark Just through a January 2020 lawsuit. Namely, the client claimed that they bought one or more unsuitable variable annuities or real estate securities. It is possible that Just may not have considered the client’s suitability profile when recommending investments. Apparently, the client asked for $100,000 to resolve this matter. Evidently, this suitability dispute against Triad Advisors is ongoing as of January 22, 2021.

Triad Advisors Investor Alleges Unsuitable Recommendations By Mark Just

Notably, a client of Triad Advisors disputed Mark Just’s sales practices concerning investments including annuities, bonds, stocks and mutual funds. In the June 2018 FINRA Arbitration Claim, the client claimed that Just recommended investments that under-performed from 2011 to 2017. It seems that the client possibly incurred nearly $1,000,000 in damages. Evidently, this client’s suitability dispute is unresolved at this time.

Prior Disputes About Just Allege Annuity Omissions

In prior disputes about Just, one or more clients indicated that he failed to disclose surrender charges or other information regarding annuities. One client’s dispute alleged misrepresentation of a VA. However, those disputes were denied by the securities firms.

Losses From Investing In Alternative Investments Through Mark Just?Lars Soreide AVVO 2020 Top Lawyer

Apparently, Mark Just denies allegations of his sales practice violations. Have you experienced losses by investing with him? If so, reach out to Soreide Law Group at (888) 760-6552 and speak with experienced counsel concerning a possible recovery of your investment losses. Soreide Law Group represents clients on a contingency fee basis and advances all costs. The law firm has recovered millions of dollars for clients who have incurred losses due to the actions of securities brokers and financial advisors.