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Articles Posted in David Lerner Associations

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Widow Blames David Lerner Associates, Broker Gary Isler For Retirement Losses

Retiree Alleges Overconcentration in Spirit of America Energy Fund  David Lerner Associates and its registered representative, Gary Walter Isler, are once again the subject of a Financial Industry Regulatory Authority (FINRA) arbitration claim. The claimant, an elderly widow, is accusing them of causing her to suffer significant retirement losses by…

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