Advisor Gets Prison Time After Pleading Guilty to Bilking Client for $911K Reviewed by Momizat on . A financial planner who admitted to defrauding his client out of nearly $1 million through a signature-forging scheme received a prison sentence of four-and-a-h A financial planner who admitted to defrauding his client out of nearly $1 million through a signature-forging scheme received a prison sentence of four-and-a-h Rating: 0
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Advisor Gets Prison Time After Pleading Guilty to Bilking Client for $911K

Posted date: January 10, 2018 In: QuickPress

A financial planner who admitted to defrauding his client out of nearly $1 million through a signature-forging scheme received a prison sentence of four-and-a-half years.  William P. Carlson Jr. pleaded guilty to mail fraud in the U.S. District Court in Chicago and agreed to pay restitution of $911,000 in connection with the five-year scam.

To read the full article in FinancialPlanning, click: Advisor Gets Prison Time After Pleading Guilty to Bilking Client for $911K.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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