Privacy Policy

Introduction

This Privacy Policy outlines how we collect, use, and protect your personal information when you use our website or services. By using our services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect personal information such as:

Contact details (name, email, phone number)
Account information
Payment information
Usage data
Device information

How We Use Your Information

We use your information to:

Provide and improve our services
Process transactions
Respond to inquiries
Send promotional materials (with consent)
Analyze usage patterns
Comply with legal obligations

Data Security

We implement appropriate measures to protect your personal information from unauthorized access, disclosure, or destruction.

Sharing Your Information

We do not sell your personal information. We may share it with:

Service providers
Law enforcement when required
Business partners (with your consent)

Your Rights

Depending on your location, you may have rights to:

Access your data
Correct inaccuracies
Request deletion
Object to certain processing
Withdraw consent

Changes to This Policy

We may update this policy periodically. Significant changes will be posted on our website.

Contact Us

For questions about this Privacy Policy, please contact us at jerry.madden@lpl.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities, Asset Management and Advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

Investments products and services available only to residents of: Arizona (AZ), California (CA), Connecticut (CT), Delaware (DE), Florida (FL), Indiana (IN), Massachusetts (MA), Nevada (NV), New Hampshire (NH), New Jersey (NJ), New York (NY), North Carolina (NC), Ohio (OH), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Texas (TX), Vermont (VT), Virginia (VA)

Fee-based advisory services are available only to residents of: California (CA), Connecticut (CT), Florida (FL), Massachusetts (MA), Maryland (MD), New Jersey (NJ), Pennsylvania (PA), Rhode Island (RI), Texas (TX)

We are licensed to sell insurance products in the following states of: California (CA), Connecticut (CT), Florida (FL), Massachusetts (MA), Maryland (MD), New Jersey (NJ), Pennsylvania (PA), Rhode Island (RI), Texas (TX)