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David Lerner Associates
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David Lerner Associates
Investment Advisor misrepresented himself, selling me an overconcentration of high risk illiquid investment securities which were unsuitable for my investment needs

The problem with David Lerner Associates is not necessarily the securityproduct (Apple REIT), but that their salespeople go around selling it in largevolumes to people on fixed income and disability, therefore creating aportfolio that is illiquid and over concentrated, building accounts that ...