Tag: David Lerner investigation
David Lerner fined over municipal bond and CMO transactions.
A Financial Industry Regulatory Authority Inc. hearing panel recently ordered David Lerner to pay more than $3.7 million in fines and...
FINRA Proposal for Faster Valuations of Non-traded REITs
According to the investmentnews.com, FINRA “is putting the finishing touches on a rule proposal that would shorten the amount of time...
Update on David Lerner / Apple REIT Investigation
The White Law Group has spent the last few months reviewing documents and information regarding the Apple REIT investments sold by David...
More David Lerner / Apple REIT Bad News?
According to the Investment News, clients of David Lerner Associates Inc. holding shares in nontraded REITs created by Apple REIT Cos. Inc....
Apple REIT Dividend Adjustment
According to the Long Island Business News, Apple REIT Eight, a non-traded real estate investment trust sold exclusively by...
Risks of Apple REIT
Many investors that purchased Apple REIT shares did not realize the risks of the investment. The reason that Apple REIT (like other...
