Financial Services Privacy Policy

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 in its entirety by downloading the LPL Financial Privacy Policy to understand what we do.

The types of personal information we collect can include:

  • Social Security number
  • Income
  • Assets
  • Investment experience
  • Account transactions
  • Retirement assets

This page links to PDF files. Use this link to download Adobe Reader if needed