At Campbell Wealth Management, protecting the privacy and the confidentiality of your personal information has always been of utmost importance. We value your business and the trust you place in us. In order to offer you high-caliber financial products and services, we must collect, maintain and use certain personal information about you. To help you better understand how your personal information is protected at Campbell Wealth Management, we are providing you with the following statement, describing our practices and policies with respect to the privacy of your information.
The primary reason we collect and maintain customer information is to serve you and administer the products and services you request from us. The type of personal information collected by Campbell Wealth Management varies according to the products or services you request and may include:
This information may be learned directly from you, from brokerage statements or other information you authorize us to receive, or from information we receive from you on applications or other forms.
We will permit only authorized employees and agents, trained in the proper handling of your personal information, to have access to your information. We will refer to and use the information to service your account relationship.
In order to protect the confidentiality of your personal information, Campbell Wealth Management commit to you as follows:
Our Privacy Protection Policy and information security practices described in this notice apply equally to current and former clients. However, we will not provide annual notice of our Privacy Protection Policy to you should you terminate your relationship with us.
This Privacy Protection Statement has an effective date of January 1, 2014. We retain the right to change this policy at any time after providing you with reasonable notice to the change(s). Any change(s) or updates of our official Privacy Protection Policy will become effective immediately upon mailing notice of the change(s) to you. We can be contacted regarding any questions or concerns with regard to this statement by writing to or calling:
Campbell Wealth Management
3535 Grandview Parkway Suite 300
Birmingham, AL 35243
firstname.lastname@example.orgThe Campbell Wealth Management Privacy Protection Statement and official Privacy Protection Policy are intended to comply with the applicable laws and regulations.