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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: Allen & Company of Florida, LLC; Fortigent, LLC; 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