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This Notice is being provided on behalf of Tactical Wealth Solutions, LLC. (“Tactical”), a registered investment adviser
Your Privacy Is Our Priority A primary goal of Tactical Wealth Solutions, LLC. (Tactical) is the protection of its clients’ privacy.
Information We Collect To conduct regular business, we may collect nonpublic personal information from sources such as:
- information we receive from you on applications and other forms, such as your name, address, social security number, occupation, assets and income
- information about your transactions with or through us, our affiliates, or others, such as account balances and transactions in your account
However, Tactical does not share or disclose any nonpublic personal information about its current or former clients, except as permitted by law. All information is and will remain confidential.
Protecting the Confidentiality and Security of Information We Collect We restrict access to your confidential personal information to those employees and representatives or contracted service providers who need to know that information to provide you with products or services, or to service your account. We maintain physical, electronic, and procedural safeguards that comply with federal standards to safeguard your confidential personal information.
Information About This Policy and Your Accounts If you have any questions about this Privacy Policy, if you would like another copy of it, or if you have any questions regarding your accounts, please contact Tactical Wealth Solutions at 949-387-8673.
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