Securities Fraud Lawyer Blog
Cory Burnell Blueprint Wealth Partners Investigation
The securities attorneys at The Law Office of David Liebrader have opened an investigation into the investment activity of Cory Burnell and Blueprint Wealth Partners, who are the subject of a regulatory filing (Consent Order) issued in September, 2019.
The pending regulatory filling that gives rise to this investigation is the CA Department of Business Oversight’s Consent Order entered into with Cory Burnell and Blueprint Wealth Partners dated September, 2019 whereby Cory Burnell and Blueprint Wealth Partners consented to the entry of an order containing the following facts; that Burnell managed client funds through broker dealers LPL Financial and Interactive brokers; that the clients gave Burnell discretion to purchase investments; that Burnell did not adequately inform the clients of the risks of investing in options, leveraged exchange traded funds and other speculative investments; that Burnell made unsuitable investments for clients, and used excessive leverage. As a result of these actions, the clients suffered losses, some losing their entire principal investment.