Cory Burnell Investment Advisor Investigation

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.

After the Commission received complaints from customers, a regulatory examination was conducted where it was revealed that Burnell and Blueprint did not take into account client’s risk tolerances and investment objectives.

Based on these facts, the California Commissioner ordered that Cory Burnell and Blueprint Wealth Partners  cease and desist from violating the California Securities Laws, and further ordered that Blueprint’s investment advisor certificate be revoked, and that Burnell be suspended for one year from associating with any broker dealer or investment advisor.

In order to lawfully sell investments to the public, one must either be registered or exempt from registration. Cory Burnell was previously registered as a registered representative with LPL Financial and an investment advisor with Blueprint Wealth Partners.  He is currently not licensed as a broker or an investment advisor.

According to FINRA’s CRD disclosure report, Cory Burnell has been the subject of nine customer complaints and one regulatory investigation.

If you are the victim of investment fraud, purchased unsuitable investments or have had your account over concentrated in speculative securities please call The Law Office of David Liebrader at (702) 380-3131 for a free, confidential consultation to discuss your legal rights and options.  Our firm takes cases on a straight contingency fee, with no money up front, and no money owed unless there is a recovery.

There is no charge for the initial consultation, so call (702) 380-3131 today to speak with an experienced securities attorney who will fight to recover your losses.

The Law Office of David Liebrader practices exclusively in the field of investment loss recovery.  For the past 23 years, we have dedicated our law practice to assisting investors who have been victims of investment fraud via fraudulent and unsuitable investment transactions.  During that time we have recovered money for over one thousand individuals, pension plans, trusts and companies.  The recoveries we have obtained via judgments, awards and settlements on behalf of our clients exceed $40,000,000.