James Lee Greene, Broker with B. Riley Wealth Management, Named in Pending Customer Dispute Alleging Unsuitable Investment Recommendations

INVESTORS: B. Riley Wealth Management broker James Lee Greene is facing a pending customer dispute alleging unsuitable investment recommendations.

james-greene-pending-customer-disputeJames Lee Greene (CRD: 2974053) is registered as a broker with B. Riley Wealth Management, where he’s been employed since October 2021. Greene is also currently registered as a broker and investment adviser with National Asset Management Inc., where he’s been employed since 2018.

Greene has three disclosures on his BrokerCheck report. 

September 2020 Customer Dispute

November 2010 Judgment / Lien

March 2007 Customer Dispute

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The Sonn Law Group is currently investigating allegations surrounding James Lee Greene. We represent investors in claims against negligent brokers and brokerage firms. If you or your loved one experienced investment losses, we are here to help. For a free consultation, please call us now at 866-827-3202 or complete our contact form.