Watermark Advisors, LLC recognizes the importance of protecting your privacy. Therefore, we have implemented policies to maintain the confidentiality and security of your personal information. Below, please find our policy that is designed to help you understand what information we collect from you and how we use that information to service your account.
Confidentiality and Security
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.
Information that Watermark Advisors, LLC Discloses and to Whom
We do not disclose any nonpublic, personal information about our customers or former customers to anyone except as permitted by law.
We collect nonpublic, personal information about you from the following sources:
- Information we receive from you on applications or other forms
- Information about your transactions with us, our affiliates, or others
- Information we receive from a consumer reporting agency