{"id":19291,"date":"2020-10-07T09:42:49","date_gmt":"2020-10-07T14:42:49","guid":{"rendered":"https:\/\/www.investorlawyers.com\/blog\/?p=19291"},"modified":"2020-10-08T09:43:04","modified_gmt":"2020-10-08T14:43:04","slug":"david-lerner-associates-broker-causes-losses","status":"publish","type":"post","link":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/","title":{"rendered":"Widow Blames David Lerner Associates, Broker Gary Isler For Retirement Losses"},"content":{"rendered":"

Retiree Alleges Overconcentration in Spirit of America Energy Fund\u00a0<\/span><\/h2>\n

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 unsuitably overconcentrating her portfolio in the Spirit of America Energy Fund.\u00a0<\/span><\/p>\n

This is not the first customer dispute naming Isler, who has been a David Lerner Associates stockbroker for almost 30 years.\u00a0\u00a0<\/span><\/p>\n

Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

Retiree Alleges Overconcentration in Spirit of America Energy Fund\u00a0 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 unsuitably overconcentrating her portfolio in […]<\/p>\n","protected":false},"author":2,"featured_media":19292,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":""},"categories":[3773,3992],"tags":[4430,4352,4431],"class_list":["post-19291","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-broker-fraud","category-david-lerner-associates","tag-david-lerner-associations","tag-overconcentration","tag-spirit-of-america-energy-fund"],"yoast_head":"\nInvestor Accuses David Lerner Associates Broker For Losses | Investor Lawyers<\/title>\n<meta name=\"description\" content=\"An elderly investor blames David Lerner Associates broker for losses after he unsuitably recommended the Spirits of America Energy Fund.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Investor Accuses David Lerner Associates Broker For Losses | Investor Lawyers\" \/>\n<meta name=\"twitter:description\" content=\"An elderly investor blames David Lerner Associates broker for losses after he unsuitably recommended the Spirits of America Energy Fund.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shepherd Smith Edwards & Kantas, LLP\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Investor Accuses David Lerner Associates Broker For Losses | Investor Lawyers","description":"An elderly investor blames David Lerner Associates broker for losses after he unsuitably recommended the Spirits of America Energy Fund.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/","twitter_card":"summary_large_image","twitter_title":"Investor Accuses David Lerner Associates Broker For Losses | Investor Lawyers","twitter_description":"An elderly investor blames David Lerner Associates broker for losses after he unsuitably recommended the Spirits of America Energy Fund.","twitter_image":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg","twitter_misc":{"Written by":"Shepherd Smith Edwards & Kantas, LLP","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#article","isPartOf":{"@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/"},"author":{"name":"Shepherd Smith Edwards & Kantas, LLP","@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431"},"headline":"Widow Blames David Lerner Associates, Broker Gary Isler For Retirement Losses","datePublished":"2020-10-07T14:42:49+00:00","dateModified":"2020-10-08T14:43:04+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/"},"wordCount":609,"image":{"@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg","keywords":["David Lerner Associations","overconcentration","Spirit of America Energy Fund"],"articleSection":["Broker Fraud","David Lerner & Associates"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/","url":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/","name":"Investor Accuses David Lerner Associates Broker For Losses | Investor Lawyers","isPartOf":{"@id":"https:\/\/www.investorlawyers.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#primaryimage"},"image":{"@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg","datePublished":"2020-10-07T14:42:49+00:00","dateModified":"2020-10-08T14:43:04+00:00","author":{"@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431"},"description":"An elderly investor blames David Lerner Associates broker for losses after he unsuitably recommended the Spirits of America Energy Fund.","breadcrumb":{"@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#primaryimage","url":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg","contentUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg","width":1024,"height":683,"caption":"An elderly investor suffered retirement losses after a David Lerner Associates broker overconcentrated her portfolio in the Spirit of America Energy Fund."},{"@type":"BreadcrumbList","@id":"https:\/\/www.investorlawyers.com\/blog\/david-lerner-associates-broker-causes-losses\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.investorlawyers.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Widow Blames David Lerner Associates, Broker Gary Isler For Retirement Losses"}]},{"@type":"WebSite","@id":"https:\/\/www.investorlawyers.com\/blog\/#website","url":"https:\/\/www.investorlawyers.com\/blog\/","name":"Investor Lawyers Blog","description":"Published By Investment Fraud Attorneys \u2014 Shepherd Smith Edwards & Kantas, LLP","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investorlawyers.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431","name":"Shepherd Smith Edwards & Kantas, LLP","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/c7f8f04990816cd4044977eb59908da8c8d1ae487cc919cebd7027b74a0740a3?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/c7f8f04990816cd4044977eb59908da8c8d1ae487cc919cebd7027b74a0740a3?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c7f8f04990816cd4044977eb59908da8c8d1ae487cc919cebd7027b74a0740a3?s=96&d=mm&r=g","caption":"Shepherd Smith Edwards & Kantas, LLP"},"sameAs":["https:\/\/www.investorlawyers.com\/"]}]}},"jetpack_featured_media_url":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2020\/10\/credit-line-abuse.jpg","jetpack_shortlink":"https:\/\/wp.me\/pedX9K-519","_links":{"self":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts\/19291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/comments?post=19291"}],"version-history":[{"count":1,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts\/19291\/revisions"}],"predecessor-version":[{"id":19293,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts\/19291\/revisions\/19293"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/media\/19292"}],"wp:attachment":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/media?parent=19291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/categories?post=19291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/tags?post=19291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}