Privacy Policy
Introduction
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
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
Contact Us
LPL Financial Form CRS
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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.
Copyright 2025 FMG Suite.
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)