In general terms, we collect and use nonpublic personal information in order to conduct a financial services business with our customers, and provide customers with a broad range of products and investment advice. Our customers need to share financial information with us and may provide other personal information. We hold this nonpublic personal information in the strictest confidence.
Collection and Use of Customer Information
In the course of conducting our financial services business, we collect and use various types of information from various sources depending on the scope of our business relationship. Such sources may include information we receive from you during personal interviews, information we receive from you on applications or other forms, information about your transactions with us or others, and information we receive from nonaffiliated third parties, including consumer reporting agencies.
The information we gather is used for internal purposes only. We limit access to your nonpublic personal information to those employees or people who have a specific business reason for knowing, as permitted by law.
What Information We Disclose and To Whom
We do not disclose any nonpublic personal information about you to either affiliated or nonaffiliated third parties without your express consent, or as permitted by law for purposes of servicing your financial needs. We may disclose the nonpublic personal information we collect, as described above, to nonaffiliated third-parties that perform services on our behalf and to other financial institutions, in connection with processing your financial transactions. We may also disclose or report information in circumstances where we believe that disclosure is required or permitted under law, such as to satisfy any legal or regulatory obligations we have. For example, we must give information in response to a valid demand, search warrant or other legally valid inquiry or order. In sharing this information, we insist that any third-party with whom we share information, agrees to maintain the confidentiality of this information in accordance with applicable law.
Lowry Financial Advisors, Inc., considers privacy and security on our website to be just as critical as in the rest of our business. Our website collects no individually identifiable information about visitors. You can visit our website without telling us who you are or revealing any information about yourself. We do not employ any tracking device to collect data on visitors, nor do we make use of “cookies.”