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LynnLeigh & Company, LLC
Home
Meet Our Team
Workshops
LynnLeigh Blogs
The LynnLeigh Journal
LL&C Quarterly Trade Memos
Investor Academy
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Client Portal
Home
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Folder: Insights
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Fraud Prevention Kelly Olczak 6/15/26 Fraud Prevention Kelly Olczak 6/15/26

Scam Definitions and Prevention Client Guide

The most effective scams work because they look and feel completely legitimate. This guide covers seven of the most common types targeting investors today — what they look like, how to recognize them, and exactly what to do if you've been targeted.

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Fraud Prevention Kelly Olczak 6/15/26 Fraud Prevention Kelly Olczak 6/15/26

Top 10 Steps You Can Take to Help Schwab and Your Advisor Protect Your Account

Most of the steps that meaningfully protect your investment accounts are straightforward, one-time actions. This guide walks through ten specific measures — from verbal passwords and two-step verification to disbursement protocols — that together create real, layered security.

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Fraud Prevention Kelly Olczak 6/15/26 Fraud Prevention Kelly Olczak 6/15/26

Am I At Risk of Having My Identity Stolen or Being a Victim of Fraud?

Vulnerability often has less to do with awareness and more to do with everyday habits that quietly create exposure over time. This checklist helps you take a clear-eyed look at where you stand — covering cyber threats, common scams, and broader security considerations.

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Fraud Prevention Kelly Olczak 6/15/26 Fraud Prevention Kelly Olczak 6/15/26

What To Do If You Think You've Been Targeted

Seven steps. One page. If something feels wrong, this guide from LynnLeigh & Company tells you exactly what to do — in the right order — to protect your accounts and limit your exposure.

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Fraud Prevention Kelly Olczak 6/15/26 Fraud Prevention Kelly Olczak 6/15/26

Is This Call Legitimate? Five Red Flags That Should Stop You Cold

Fraud today is sophisticated enough to fool almost anyone. This one-page guide gives you five specific warning signs — drawn from a real client experience — that should stop you cold and prompt you to call us before doing anything else.

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