Paul Meaney: $60K Oil & Gas Complaint Against Lincoln Advisor

A recent investor complaint against Waltham, Massachusetts financial advisor Paul Meaney (CRD# 1448237) concerns an oil and gas investment. Financial Industry Regulatory Authority records indicate that he is a broker and an investment advisor with Lincoln Financial Advisors Corporation.

Mr. Meaney’s BrokerCheck report discloses several investor complaints. The most recent, filed in December 2022, alleges that as a representative of Lincoln Financial Advisors Corporation, he recommended an unsuitable investment in an oil and gas product. The pending complaint alleges damages of $60,000.

An earlier investor complaint, filed in 2021, alleged that as a representative of Lincoln Financial, he provided poor advice and mismanaged the client’s accounts, resulting in poor investment performance. The complaint alleged unspecified damages and was closed with no action taken.

A third investor complaint, filed in 2018, alleged that he recommended an unsuitable investment in a real estate investment trust (REIT) in December 2015. The complaint alleged unspecified damages and was denied by the firm.

According to the Financial Industry Regulatory Authority, Paul Meaney holds 36 years of securities industry experience. Based in Waltham, Massachusetts, he has been a broker and an investment advisor with Lincoln Financial Advisors Corporation since 2007. His registration history includes Ameriprise Financial Services (Boston, Massachusetts; 1986-2007) and IDS Life Insurance Company (Minneapolis, Minnesota; 2002-2006). His credentials include the passage of five securities industry qualifying exams: the General Securities Principal Examination, or Series 24; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Arizona, California, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, South Carolina, and Virginia. (Information current as of February 13, 2023.)

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