Kirk Smith is a Managing Partner at Shepherd, Smith, Edwards & Kantas, LLP. He has been practicing law for over 21 years and was also a former stock broker. Kirk’s firm largely represents consumers against brokerage firms or investment advisors and they look to help consumers that may have been taken advantage of either in their portfolio or retirement savings. Often what went wrong inside a person’s portfolio could be due to the broker or brokerage firm’s negligence and Kirk looks to help those consumers and file cases on their behalf in what is called finra arbitration. If you are interested in getting in contact with Kirk, visit his website at https://www.investorlawyers.com or you can call his office at 800-259-9010.

On This Episode, We Discuss ...
• Red Flags That You Can Look For When Speaking to Your Clients
• Why Are the Elderly Targeted and More Susceptible?
• Misrepresented Products and Topics to Stay Away From