Tag Archives: Lerner

Investors In Certain Oil and Gas Limited Partnerships Offered by David Lerner May Have Arbitration Claims

Investors in certain oil and gas limited partnerships offered and underwritten by David Lerner Associates, Inc. (“David Lerner”) — including Energy 11, L.P. (“Energy 11”) and Energy Resources 12, L.P. (“ER12”) — may be able to recover investment losses through … Continue reading

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FINRA Disciplinary Action Against David Lerner Associates Prompts Other Firms to Offer Less Risky and Misleading REITs

Financial services firms have taken notice of FINRA's action related to Apple REITs, which charged that there have been misleading and "outsized distributions of 7% to 8% by leveraging the REITs through borrowing and returning capital to investors." According to … Continue reading

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