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.