Privacy Policy

LPL Financial and its family of affiliated companies are committed to protecting the confidentiality of the information furnished by our clients to us. The following members of the LPL Financial family of companies subscribe to the Privacy Notice: LPL Independent Advisor Services Group, LLC, Independent Advisors Group Corporation, LPL Insurance Associates, Inc., PTC Holdings, Inc., and The Private Trust Company, N.A.

• Consumer Privacy Notice
• Online Privacy Policy
• Identity Theft Prevention/Red Flag Policy
• Frequently Asked Questions

Our mailing address for purposes of the Consumer Privacy Notice is:

LPL Financial
Attn: Privacy Office
1055 LPL Way
Fort Mill, SC 29715