Consumer Privacy & Security Notice
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.
- Privacy Preferences Portal Individuals may exercise their rights under California law and manage sharing of their information for Financial Institutional Marketing.
- Privacy Policy Describes sharing of information including being pursuant to the California Consumer Privacy Act.
- Consumer Privacy Notice Describes sharing of information pursuant to the federal Gramm Leach Bliley Act and similar state laws.
- LPL Cybersecurity Learn Cybersecurity best practices to protect yourself and stay #LPLprotected.
- Identity Theft Prevention/Red Flag Policy Discusses identify theft responsibilities and procedures.
- How LPL Secures Your Information Learn about how LPL protects information and assets.
- Frequently Asked Questions Additional questions you may have about our privacy and security practices and protecting your information.
Our mailing address for purposes of the Consumer Privacy Notice is:
LPL Financial Attn: Privacy Office 1055 LPL Way Fort Mill, SC 29715