Privacy Policy

Bland Garvey Wealth Advisors, L.L.C. is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the Non-public financial information obtained by Bland Garvey Wealth Advisors, L.L.C. in connection with carrying out our services.

Information We Collect

Bland Garvey Wealth Advisors, L.L.C. collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Bland Garvey Wealth Advisors, L.L.C. collects may include:

  • Information Bland Garvey Wealth Advisors, L.L.C. receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
  • Information you provide Bland Garvey Wealth Advisors, L.L.C. directly about your personal finances or personal circumstances or which Bland Garvey Wealth Advisors, L.L.C. may receive from brokerage statements or other information you authorize Bland Garvey Wealth Advisors, L.L.C. to receive.

Information Disclosed In Administering Products and Services

Bland Garvey Wealth Advisors, L.L.C. will not disclose personal information about current or former clients to non-affiliated third-parties except as permitted or required by law. Bland Garvey Wealth Advisors, L.L.C. does not sell any personal information about you to any third-party. Bland Garvey Wealth Advisors, L.L.C. will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Bland Garvey Wealth Advisors, L.L.C. has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Bland Garvey Wealth Advisors, L.L.C. maintains physical, electronic and procedural safeguards to guard your non-public personal information.

Bland Garvey Wealth Advisors, L.L.C. will update its policy and procedures when necessary to ensure that your privacy is maintained and that Bland Garvey Wealth Advisors, L.L.C. conducts business in a way that fulfills our commitment to you.

We can be contacted regarding any questions or concerns with regard to this statement by writing to or calling:

Bland Garvey Wealth Advisors
2600 North Central Expressway Suite 550
Richardson, TX 75080

P: 972-231-2503
F: 972-783-6501

info@blandgarvey.com

The Bland Garvey Wealth Advisors Privacy Protection Statement and official Privacy Protection Policy are intended to comply with the applicable laws and regulations.

©2018 Bland Garvey Wealth Advisors