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We provide securities expert witness consulting services.

Greg Phelps, CFP®, CLU®, AIF®, AAMS® provides securities expert witness consulting services. Greg has been deposed and has testified in court.

Securities Expert Witness Services

  • Court and arbitration securities expert witness consulting
  • Securities arbitration/litigation case review and evaluation
  • Analysis of due diligence on investment and insurance products
  • Evaluation of investment risk and appropriateness
  • Assessment of standards of care and sales practices
  • Calculation of damages
These services are offered on a case-by-case basis time permitting. For more information, contact Greg here.