Close Menu
Free Consultation: 888-976-6111
Home > Financial Adviser Monitoring

Professional athletes and entertainers have demanding schedules, often requiring them to dedicate significant amounts of time to training, competing, performing and traveling. As a result, many athletes and entertainers find it difficult to keep up with the day-to-day management of their financial accounts. Reviewing statements and monitoring investments can be a time-consuming process, and for athletes and entertainers with limited free time, it can become overwhelming. Carlson Law provides financial advisor monitoring services that can be a valuable tool for athletes and entertainers looking to ensure their financial security and protect their hard-earned assets.

Our team of experienced attorneys has reviewed hundreds of investor portfolios for signs of mismanagement and has the expertise necessary to ensure that your investments are being managed properly. We offer a service to automatically receive copies of all monthly statements from your financial advisor and monitor for embezzlement, fraud, and ensure your investments are suitable for your risk tolerance. Our team will review your statements and alert you if we see any red flags, such as theft or mismanagement of your funds.

We believe that our monitoring service is an essential tool in helping investors protect their assets and make informed decisions about their investments. By entrusting us to monitor your financial advisor, you can rest assured that your investments are being managed properly and in your best interest.

If you’re interested in learning more about our monitoring service, please contact us today to schedule a consultation.

Contact Us For A Free Case Evaluation
protected by reCAPTCHA Privacy - Terms
Latest Blog Posts
  • Bron Thompson: CIG Advisor Faces 6-Figure GWG Complaints

    Dunn, North Carolina financial advisor Bron Thompson (CRD# 4350479) has received multiple investor complaints relating to investments in GWG Holdings....

    Read More
  • Bilo Bouab: Garden State Advisor Receives 6-Figure Complaints

    Red Bank, New Jersey financial advisor Bilo Bouab (CRD# 4340284) has received multiple investor complaints alleging that his conduct resulted...

    Read More
  • Rich Ceffalio: $3.5mm Complaint Against Fired LPL Advisor

    Arlington Heights, Illinois financial advisor Rich Ceffalio (CRD# 2619565) was terminated from his former member firm in connection with alleged...

    Read More
  • Angelo Anello: Tailored Wealth Advisor Lands $84K Complaint

    Needham, Massachusetts financial advisor Angelo Anello (CRD# 2835091) allegedly recommended unsuitable investments, according to a recent investor complaint. Financial Industry...

    Read More
  • Previous
  • Next