UlTImATE SUccESS GUIdEwas not honest or ethical, and he ran off with it. Try to stick with advis-
ers who use LPL, TD Ameritrade, or some other outside firm. At Stra-
tegic Wealth Designers, we don’t take custody of the assets. Our clients’
statements don’t have Strategic Wealth Designers on the letterhead. I’m
not saying every adviser or firm that takes custody of assets is operat-
ing a Ponzi scheme, but avoiding such a situation is one way investors
can protect themselves.