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Kyle Crilow Subject of an Investor Dispute

Kyle Crilow (CRD #: 6715311), a broker registered with Wells Fargo Advisors Financial Network, is the subject of an investor dispute. This is according to his BrokerCheck record accessed on July 16, 2024. Keep reading for more information. 

Investor Allegations 

On June 17, 2024, an investor alleged that Kyle Crilow complained that repositioning her portfolio was not in her best interest and resulted in losses. 

Regulation Best Interest

Regulation Best Interest (Reg-BI) is an SEC regulation that requires brokerage firms to put their clients’ best interests first. For example, firms must conduct reasonable due diligence when researching investments to ensure their recommendations are suitable for the investor.

Background Information 

Kyle Crilow has passed the following exams: 

  • Series 66 – Uniform Combined State Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 

He is a registered broker in 30 states and D.C. He is a registered investment adviser in Florida and Texas. 

During his seven years of experience, Kyle Crilow has registered with four firms: 

  • Wells Fargo Advisors Financial Network (CRD #: 11025) 
  • Wells Fargo Clearing Services (CRD #: 19616) 
  • Capital Analysts (CRD #: 162200) 
  • Lincoln Investment (CRD #: 519) 

Kurta Law Can Help 

If you have worked with Craig Weinstein and have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

For nearly 20 years, Kurta Law has advocated for investors to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. Do not let securities fraud go unchecked. Start your recovery process today.

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