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Who is Angelo Talebi? | Beverly Hills Financial Planner and Independent Financial Group

Angelo Talebi is the CEO of  Beverly Hills Financial Planners. He was a registered broker with Independent Financial Group until 2016. He is no longer a registered broker, but he is still an investment adviser. According to FINRA’s BrokerCheck, he is the subject of 38 disclosures.

 

Peiffer Wolf is currently investigating potential claims against Angelo Talebi of Beverly Hills Financial Planners for his recommendation of variable annuities, alternative investments like REITs, and other unsuitable investments.

 

If you are/were a client of Angelo Talebi, Contact Us Today by calling 585-310-5140 or by filling out an online contact form for a FREE Consultation.

Angelo Talebi | Beverly Hills Financial Planners

 

According to FINRA’s BrokerCheck website for Public Disclosures, Angelo Talebi is the subject of 38 disclosures (two of which are still pending). Some of the more notable disclosures are as follows::

 

  • August 2020 – Customer Dispute – Pending. Damage amount requested: $150,000. Allegations include overconcentration and unsuitable alternative investments.
  • January 2020 – Customer Dispute – Pending. Allegations: “unsuitability with regards to a purchase of non-traded REITs.”
  • June 2017 – Customer Dispute – Settled. Settlement amount: $328,650. Allegations: “misrepresentation and unsuitability.”
  • September 2016 – Employment Separation After Allegations. Firm name: LPL Financial Services. Termination Type: Voluntary Resignation.
  • February 2016 – Customer Dispute – Settled. Settlement amount: $50,000. Allegations: “misrepresentation and unsuitability.”
  • December 2015 – Regulatory – Final (Suspension for 60 days). Reasons: “Talebi executed transactions in the customer’s online account at the other firm using the customer’s login credentials and password. Additionally, Talebi did not notify the other firm that he was associated with a FINRA member firm.”
  • December 2015 – Customer Dispute – Settled. Settlement amount: $297,000. Allegations: “misrepresentation and unsuitability.”
  • September 2015 – Customer Dispute – Settled. Settlement amount: $100,000. Allegations include misrepresentation and unsuitability “in connection with investment in Leaf IV, a REIT and a Variably Annuity”, as well as “excessive trading an unsuitable use of margin.”

 

Prior to Independent Financial Group, Angelo Talebi was a broker registered with Royal Alliance Associates, LPL Financial, Securities America, and Quest Capital Strategies.

 

If you invested with Angelo Talebi of Beverly Hills Financial Planners, contact Peiffer Wolf immediately for a FREE Consultation.

 

To review Angelo Talebi’s BrokerCheck report, click here:

https://brokercheck.finra.org/individual/summary/2243829

*BrokerCheck is run by the Financial Industry Regulatory Authority, Inc. (FINRA)

Angelo Talebi Investigation

Financial advisors (brokers) have a legal obligation and regulatory obligation to recommend only suitable investments that are appropriate for their individual clients. Their broker-dealer (employing brokerage firm) has a legal obligation and regulatory obligation to supervise the financial advisor’s sales practices and dealings with clients. To the extent that any of these duties are breached, the customer may be entitled to a recovery of his or her investment losses.

 

Based on our experience, we believe that there are more investors who have been the victims of Angelo Talebi’s alleged broker misconduct and investment fraud. If you invested with Angelo Talebi of Beverly Hills Financial Planners, contact Peiffer Wolf immediately for a FREE Consultation. 585-310-5140.

Get a FREE case Evaluation.

    Brokercheck®️ report: Angelo Talebi

    Information about this broker was obtained from FINRA’s BrokerCheck on November 17, 2020. You should always review the BrokerCheck report directly for the most updated information. If you believe that information on this page is incorrect, please contact us.

    FREE Consultation | 585-310-5140

     

    Peiffer Wolf is currently investigating claims for anyone who has invested with Angelo Talebi of Beverly Hills Financial Planners. If you or someone you know invested with Talebi, Contact Us Today by calling 585-310-5140 or by filling out an online Contact Form for a FREE Consultation.

    If you invested with Angelo Talebi, Contact us Today for a FREE Case Evaluation.