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Variable Annuities Expert Witnesses

Variable Annuities Experts Testimony and Legal Consultants




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Kerry Campbell, CFA®, CFP®, AIFA®

Kerry Campbell, CFA®, CFP®, AIFA®
New York - Serving: All States

Phone (718) 273-4905
Website www.kerrycampbell.net

Securities and Investments Expert Witness

Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial expert witness during litigations and provides consulting services to financial institutions and investors.
He...

FEND Securities Expert Witness

FEND Securities Expert Witness
California - Serving: All States

Phone (310) 641-0377
Website www.fend.com

Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator

FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 356 arbitrations (700 retentions) since 1969, before NASD, FINRA, JAMS, AAA, NYSE, PSE & 100+ mediations. Mr. Dinehart, RFC, is a FINRA Arbitrator and has qualified &...

Steve C. Burgess

Steve C. Burgess
California - Serving: All States

Phone (800) 731-8122
Website burgesslifeins.com

Life Insurance & Disability Insurance Expert Witness

Steve Burgess specializes in standard of care, claims, underwriting, agent practices, industry standards, suitability, and complex transactions. He also handles life insurance, disability insurance, annuity and securities matters. Mr. Burgess has held management and supervisory positions over 80 active agents. Working...

Charles Porten, CFA

Charles Porten, CFA
Connecticut - Serving: All States

Phone (203) 454-4615
Website www.CharlesPorten.com

Investment Advisor and Expert Witness

Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert 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 issues.
He has extensive...




  • Olsen Annuity Education

    Annuity Expert Witness

    131 Hollywood Lane
    Kirkwood, Missouri
    Phone: (314) 909-8818
  • Walsh, Pfeffer & Co.

    Financial Litigation Support

    230 East Pier Street
    Port Washington, Wisconsin
    Phone: (262) 536-4236




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