Guarding your privacy.

Privacy

We give your name to no one.

Unless you ask us to. Or we legally have to. Otherwise, your personal information is used only to conduct the business you approve in your plan. Details below. Questions? Call toll-free 877.213.4411, in Washington call 425.498.2320 or drop us a note.

Safeguarding Your Privacy

Who
Private Advisory Group LLC
What

Your Personal Information, that is, data you supply for us to conduct your legal, financial and investment business, which usually includes

  • Name
  • Phone
  • Address
  • Email
  • Social Security number
  • Investment holdings
  • Financial history and goals
Security Measures
We comply with federal law by providing computer safeguards and secured files and buildings. In addition, we restrict your account access to the people who actually provide services and products you approve.
CA Residents
The California Information Privacy Act provides additional protections. We do not share information with outside companies except as permitted by law, e.g., with your consent or to service your account.
Non-affiliates

You have the right to limit non-affiliate marketing. Non-affiliates are companies not related by common ownership or control.

We have 3 non-affiliate business partners: TD Ameritrade Institutional, Equity (Institutional) Trust Company and Millennium Trust Company. To opt out of non-affiliate marketing, click here [IIC1b].

Affiliates
You have the right to limit affiliate access. However, we have no affiliates. (Another benefit of our being independent agents.)
Joint Marketing
However, we don't do joint marketing.
© 2018 Private Advisory Group
This email address is being protected from spambots. You need JavaScript enabled to view it.
Office: 425.498.2320
Text: 425.230.6669
16880 NE 79th St, Redmond, WA 98052