Our attorneys have extensive experience nationwide, representing securities brokerage firms, financial planners, investment advisory firms, insurance companies as well as their licensed agents.  Many of these claims involve  customer disputes involving the suitability of securities transactions in customers’ accounts such as equity and debt issues, mutual funds, annuities, derivative securities as well as alternative income products.  Our attorneys routinely defend these cases in federal and state court and, in binding arbitration matters brought before the Financial Industry Regulatory Authority (“FINRA”).  O’Hagan & Meyer serves as national defense counsel for a number of its broker dealer clients who are FINRA member firms and have claims in various states where they do business. O’Hagan Meyer serves on various error and omission insurance defense panels which insure these professional liability claims.  O’Hagan Meyer is a member of the Financial Services Institute (“FSI”) and the FSI Arbitration Task Force.