Cases / Investment funds & advisory
Thomas & Company Wealth Management LLC, Insured Income Solutions LLC
David P. Thomas
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- Thomas & Company Wealth Management LLC, Insured Income Solutions LLC
- Industry
- Debentures marketed as bonds
- How investors were recruited
- Insurance clients, word of mouth and public presentations; many elderly
- Pitch & red flags
- "absolutely secure with a guaranteed return of their money"; "the best and safest place to put their money"
Pitch phrases from this case
- “absolutely secure with a guaranteed return of their money”
- “the best and safest place to put their money”
Source
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