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Is my money safe?

April 7, 2018 By Scotty

We use TD Ameritrade as our custodian.  Using a Third party custodian protects a client’s assets and ensures that the assets are owned by the client, not us.  Your assets are insured by the SIPC for up to $500,000 per account type and are protected against losses resulting from the failure of a broker-dealer.  Please note, SIPC does not protect your assets from the volatility of the stock market.  An explanatory brochure is available at http://www.sipc.org.

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