Member of FINRA and SIPC. BrokerCheck Serving the DFW Metroplex, Southwestern and Western United States. Copyright 2015. All rights reserved.
Sound financial guidance since 1987.
You have provided us with certain Nonpublic Personal Financial Information in connection with establishing your brokerage account and providing financial advice and/or investment advisory services. This Information will generally be derived from information we receive from you on the New Account form or other forms, and information about your securities transactions with us or other advisers and broker/dealers which may be providing financial services to you. We restrict access to your personal and account information to our personnel and third party service providers on a “need to know” basis in order to provide products or services to you. We always maintain physical, electronic, and procedural safeguards to guard your non-public personal information. We do not disclose any Nonpublic Personal Financial Information about you to anyone, except as permitted by law.