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Invest Securities Consulting, Inc.

Invest Securities Consulting, Inc.

Colorado - Serving: all states and Puerto Rico

Phone (719) 783-3230
Website https://www.securitiesexpert.com

Securities Expert Witness

Douglas J. Schulz has worked in the securities industry for 42 years. He has worked as a Securities Expert Witness for 34 years. He holds the highest certification by a securities regulatory body, (FINRA/Wharton School of Business), he is a Certified Regulatory Compliance Professional, CRCP. He has worked as a...

Christopher Hawk

Beverly Hills, California

Insurance and Financial Expert Witness

Phone (424) 410-3120

Christopher Hawk provides expert witness opinions on Insurance and Financial matters. In 2006, he founded the Small Business & Retirement Plans Foundation, a 501 (c) 3 nonprofit corporation; to facilitate financial literacy and business development work-shops for disadvantaged youths, young...

Charles Porten, CFA

Weston, Connecticut

Investment Advisor and Expert Witness

Phone (203) 454-4615

Charles Porten is a Chartered Financial Analyst, investment expert, and former Registered Investment Advisor, with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds and mutual funds, due diligence procedures and compliance...

Bob Lawson, AIF®, CFE®, RFC®, LUTCF®

Bloomington, Minnesota

FINRA & Securities Expert Witness - FINRA Mediator & Arbitrator - Mediation Consultant

Phone (800) 741-0704

As a Securities and Annuity Expert Witness and Litigation Support Consultant, my expertise lies in meticulously analyzing compliance manuals, correspondence, exchange rules, industry norms, and internal policies. I understand the ethical issues that frequently arise in a case and assist counsel in...






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