Privacy Policy

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.

View the privacy notice for more information.

Our mailing address for purposes of this Privacy Notice is:

Privacy Management
c/o GRC
LPL Financial
9785 Towne Centre Drive
San Diego, CA 92121-1968

Questions related to the protection of your Social Security number or your other personally identifiable information may be sent to