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.

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

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