Carlsbad Wealth Advisory Group, Inc. collects nonpublic
personal information about you from the following
- Information we receive from you on applications or other forms
- Information about your transactions with us or others
- Information we receive from a consumer reporting agency
We do not disclose any nonpublic personal information about you to anyone, except as required by law.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
Carlsbad Wealth Advisory Group, Inc. restricts access
to your personal and account information to those
employees who need to know that information to provide
products or services to you. Carlsbad Wealth Advisory
Group, Inc. maintains physical, electronic, and procedural
safeguards to guard your nonpublic personal information.