Evan Davis Kirkpatrick (CRD#5272521) and LPL FINANCIAL LLC

The Securities Lawyers at Halling & Cayo, S.C. are looking into potential claims against Evan Davis Kirkpatrick (CRD#5272521) regarding allegations made regarding the following:

Claim(s) Made Against Evan Davis Kirkpatrick:

Claim Date: 3/15/2024

“Customer alleges representative recommended alternative investments that were unsuitable for the customer‘s investment profile and risk tolerance.”

This claim, as of this posting, is currently Pending with a claim amount of $300,000.00 .

See more information on FINRA’s BrokerCheck site for Evan Davis Kirkpatrick.

Did you have problems in an account managed by Evan Davis Kirkpatrick?

If you were a client of Evan Davis Kirkpatrick and LPL FINANCIAL LLC from MANHATTAN BEACH, CA 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 Evan Davis Kirkpatrick. 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 Evan Davis Kirkpatrick and LPL FINANCIAL 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.