September 1, 2026

Tim Clairmont Connected To Woodbury Financial Investor Arbitration Claim Re: Misrepresentation

lawyer working on a laptop in the back of a car

Investors apparently complained about securities broker Tim Daniel Clairmont [CRD: 2847591, Lake Oswego, Oregon], based on public information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Clairmont has worked for Cetera Wealth Services and Cetera Investment Advisers since January 3, 2025; ClearFP Securities from June 11, 2021, to January 3, 2025; ClearFP Advisors from October 23, 2020, to January 3, 2025; Lion Street Advisors from January 19, 2017, to July 30, 2021; and Lion Street Financial from January 3, 2017, to July 30, 2021. Keep reading to learn more about Clairmont’s disclosures.

Woodbury Investor Accused Clairmont Of Misrepresentation

Specifically, on May 17, 2026, a Woodbury Financial Services client filed FINRA Arbitration No. 26-00915 about Tim Clairmont. Mainly, the client alleged that Clairmont made misrepresentations concerning Trilinc Global Impact Funds. For this reason, the client allegedly sustained damages involving a private placement. Therefore, the client requested more than $5,000 in compensation from Woodbury Financial Services or Clairmont. BrokerCheck shows that this arbitration is pending a resolution.

Tim Clairmont Disclosed Unsuitable Recommendations Allegations By Woodbury Financial Services Client

Additionally, a client of Woodbury Financial Services disputed Tim Clairmont’s sales practices, according to a complaint. Allegedly, Clairmont made unsuitable recommendations involving variable universal life insurance policies and pressured the client during the sales process. It appears that Clairmont caused the client to sustain damages. Consequently, Woodbury Financial Services opted to settle the matter on September 23, 2005, by compensating the client in the amount of $16,783.78. Clairmont made no individual contribution to the settlement and denied the allegations.

Did You Sustain Losses Because Of Securities Broker / Financial Advisor Clairmont?

Do you have concerns or questions regarding investments you made with Tim Clairmont? If so, reach out to Soreide Law Group at (888) 760-6552 or online and talk with a securities attorney concerning a potential recovery of your investment losses. Soreide Law Group has recovered losses for many investors throughout the country. Also, our securities lawyers work on a contingency fee basis and advance all costs. Clairmont and brokerage firms Clairmont worked for deny allegations of sales practice violations.

S H A R E   T H I S   P O S T

Recent Posts

October 16, 2026
Curtis Edmark Of Centaurus Financial Faces Pending $100,000 Claim

Curtis Edmark (CRD 1596961) is a registered representative with Centaurus Financial. According to BrokerCheck, a customer filed a claim against him on September 14, 2026 that remains pending.

October 16, 2026
Paulette Treguboff Named In Pending $650,000 Unsuitability Claim

Paulette Treguboff (CRD 2699595) is a registered representative with LPL Financial. According to BrokerCheck, a customer filed a claim against her on August 24, 2026 that remains pending.

October 16, 2026
Robert Averwater Suspended By FINRA Over Continuing Education Violation

Robert Averwater (CRD 5614514) is a Memphis, Tennessee broker. FINRA fined him $10,000, suspended him from association with any member firm in all capacities for four months, and required him to complete 10 hours of continuing education, according to an AWC issued August 18, 2026.

Contact us Nationwide USA
2401 E. Atlantic Blvd., Suite 305, Pompano Beach, FL 33062
Helping clients recover money across the USA
search
Copyright © 2026 Soreide Law Group, PLLC  |  All Rights Reserved