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Adviser Theft: More Common Than You Think [Ep. 12]
About This Episode
In this episode of GDS Unplugged, Glen Smith and Robert Casey open a candid conversation most investors rarely hear in plain English: how to protect yourself from adviser fraud, from the subtle red flags to the urgent steps to take if you suspect something’s wrong.
It’s a practical, no‑nonsense guide grounded in decades of experience and recent real‑world headlines. The goal isn’t to make you fearful; it’s to make you prepared.
Resources
Verify an adviser:
• FINRA BrokerCheck — brokercheck.finra.org
• SEC Adviser Search — adviserinfo.sec.gov
Keep learning:
• Connect with Glen Smith and Robert Casey on LinkedIn.
• Listen to more episodes of GDS Unplugged for practical financial insights.
• Learn more about planning strategies on our blog page.
• Questions: leave us a comment on YouTube or send yours to [email protected].
Why Listen?
This episode aims to replace fear with a checklist, hype with healthy skepticism, and jargon with clarity, so you can spot trouble early, ask better questions, and keep your wealth plan on track.
Because in personal finance, simple, transparent, and verifiable beats slick, secret, and “too steady” every time.
Disclosures:
GDS Wealth Management (“GDS”) is an SEC‑registered investment adviser. Registration does not imply a certain level of skill or training. This content is for informational and educational purposes only and does not constitute investment, legal, or tax advice, nor a recommendation to buy or sell any security. Examples of independent custodians include Raymond James, Charles Schwab, and Fidelity Investments. GDS Wealth Management does not endorse any specific provider Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Advisory services are provided only where GDS and its representatives are properly licensed or exempt. For additional information about our services, fees, and disclosures, please visit https://www.gdswealth.com/disclosures.
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By GDS UnpluggedAbout This Episode
In this episode of GDS Unplugged, Glen Smith and Robert Casey open a candid conversation most investors rarely hear in plain English: how to protect yourself from adviser fraud, from the subtle red flags to the urgent steps to take if you suspect something’s wrong.
It’s a practical, no‑nonsense guide grounded in decades of experience and recent real‑world headlines. The goal isn’t to make you fearful; it’s to make you prepared.
Resources
Verify an adviser:
• FINRA BrokerCheck — brokercheck.finra.org
• SEC Adviser Search — adviserinfo.sec.gov
Keep learning:
• Connect with Glen Smith and Robert Casey on LinkedIn.
• Listen to more episodes of GDS Unplugged for practical financial insights.
• Learn more about planning strategies on our blog page.
• Questions: leave us a comment on YouTube or send yours to [email protected].
Why Listen?
This episode aims to replace fear with a checklist, hype with healthy skepticism, and jargon with clarity, so you can spot trouble early, ask better questions, and keep your wealth plan on track.
Because in personal finance, simple, transparent, and verifiable beats slick, secret, and “too steady” every time.
Disclosures:
GDS Wealth Management (“GDS”) is an SEC‑registered investment adviser. Registration does not imply a certain level of skill or training. This content is for informational and educational purposes only and does not constitute investment, legal, or tax advice, nor a recommendation to buy or sell any security. Examples of independent custodians include Raymond James, Charles Schwab, and Fidelity Investments. GDS Wealth Management does not endorse any specific provider Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Advisory services are provided only where GDS and its representatives are properly licensed or exempt. For additional information about our services, fees, and disclosures, please visit https://www.gdswealth.com/disclosures.