Privacy Policy

What Does Tanglewood Legacy Advisors, LLC Do With You Personal Information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number and driver’s license number
  • Account balances and income
  • Credit and payment history

When you are no longer our client, we continue to share your information as described in this notice.

How?

All financial companies need to share client’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons Tanglewood Legacy Advisors, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Tanglewood Legacy Advisors, LLC share? Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or to report to credit bureaus. Yes No
For our marketing purposes – to offer our products and services to you. No N/A
For joint marketing with other financial companies No N/A
For our affiliates’ everyday business purposes – Information about your transactions and experiences No N/A
For our affiliates to market to you No N/A
For non-affiliates to market to you No N/A

How does Tanglewood Legacy Advisors, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes – information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions:

  • Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Non-affiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • These include broker/dealers, mutual fund companies, insurance companies and other financial institutions.