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

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Online Privacy Policy

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Identity Theft Prevention/Red Flag Policy


Frequently Asked Questions

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

Privacy Management
c/o Compliance Department
LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091