David E. Trimble (CRD#5848398) and EQUITABLE ADVISORS, LLC

The Securities Lawyers at Halling & Cayo, S.C. are looking into potential claims against David E. Trimble (CRD#5848398) regarding allegations made regarding the following:

Claim(s) Made Against David E. Trimble:

Claim Date: 3/30/2022

“Client alleges RR misrepresented tax implications associated with surrender of traditional insurance policy for purchase of a variable policy.”

This claim, as of this posting, is currently Settled with a claim amount of $7,400.00 .

The investor was paid $7,400.00 by the brokers’ firm.

Claim Date: 12/19/2023

“Claimants allege REIT purchased was unsuitable.”

This claim, as of this posting, is currently Pending.

See more information on FINRA’s BrokerCheck site for David E. Trimble.

Were you a customer of David E. Trimble?

If you were a client of David E. Trimble and EQUITABLE ADVISORS, LLC from TROY, MI and had lost money in your account that does not seem right, we are interested in discussing the possibility of pursuing a claim on your behalf. (The value of having a lawyer look at your claim is discussed more thoroughly in our video, Do I need a lawyer for my FINRA arbitration?.) Brokerage firms are responsible for overseeing the actions of their registered representatives and must ensure that their financial advisors comply with all relevant regulations and company policies. The brokerage firm may be held liable for any investment losses suffered by customers due to their failure to properly supervise their agents, such as David E. Trimble. The Securities Lawyers at Halling & Cayo, S.C. have helped investors recover millions of dollars in the past.

The Securities Lawyers have recovered millions of dollars for investors across the United States and represent individuals and groups of investors who have suffered losses.These claims are typically resolved through FINRA Arbitration, as all brokerage firms embed binding arbitration clauses into their customer new account forms. (What is the disadvantage of FINRA arbitration) If you were a customer of David E. Trimble and EQUITABLE ADVISORS, LLC and suffered investment losses, please contact the Securities Lawyers. We will only receive payment if we are able to recover your money, and you may be eligible for financial compensation. It’s important to note that there may be time limits or statutes of limitations that apply to your claim, so it’s crucial to speak with an attorney as soon as possible.

Contact The Securities Lawyers


Sean M. Sweeney is a shareholder at Halling and Cayo, a full service law firm in Milwaukee, WI and the head of its Securities Litigation team.

He represents individual and institutional investors in FINRA arbitration and court nationwide. He recovers investment losses from fraud or breach of duty from their broker-dealer.

Contact him at (414) 755-5020 or via e-mail at SMS@hallingcayo.com to see if he can help recover your funds.