Wall Titus, LLC and Wall Advisors, Inc. (“Wall Titus”) are committed to ensuring our customers have access to a broad range of products and services to help them achieve their personal financial goals. Accurate information lies at the heart of our pledge to provide these products and services, and we strive to protect your personal nonpublic information. In the course of doing business with Wall Titus, customers are requested to share financial information and they may be asked to provide other personal details. Customers can be assured that Wall Titus is diligent in its efforts to keep such information confidential.
Recognition of a customer’s expectation of privacy. At Wall Titus, we believe the confidentiality and protection of customer information is one of our fundamental responsibilities. And while information is critical to providing quality service, we recognize that one of our most important assets is our customers’ trust. Thus, the safekeeping of customer information is a priority for Wall Titus.
Information collected. In order to tailor available financial products to your specific needs, Wall Titus may request that you complete a variety of forms that require nonpublic personal information about your financial history and other personal details, including but not limited to, your name, address, social security number, assets, income and investments. Wall Titus may also gather information about your transactions with us, our affiliates and others.
Categories of information that may be disclosed. While Wall Titus may disclose information it collects from applications and other forms, as described above, we at Wall Titus also want to assure all of our customers that whenever information is used, it is done with discretion. The safeguarding of customer information is an issue we take seriously.
Categories of parties to whom we disclose nonpublic personal information. Wall Titus may disclose nonpublic personal information about you to the following types of third parties: selectively chosen financial service providers, whom we believe have valuable products or services that could benefit you. Whenever we do this we carefully review the company and the product or service to make sure that it provides value to our customers. We share the minimum amount of information necessary for that company to offer its product or service. We may also share information with unaffiliated companies that assist us in providing our products and services to our customers; in the normal course of our business (for example, with consumer reporting agencies and government agencies); when legally required or permitted in connection with fraud investigations and litigation; and at the request or with the permission of a customer.
Opt out right. If you prefer we not disclose nonpublic personal information about you to non-affiliated third parties, you may opt out of those disclosures; that is, you may direct us not to make those disclosures (other than disclosures permitted by law). If you wish to opt out of disclosures to non-affiliated third parties, you may make this request in writing to Wall Titus, Attn: Opt Out Notices, 212 E. Highland Drive # 201, Lakeland, FL 33813
Confidential and security. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.