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Privacy Policy
WHAT DOES PATTON ALBERTSON & MILLER
DO WITH YOU PERSONAL INFORMATION?
Why?
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 carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
· Social Security number and income
· account balances and transaction history
· investment experience and account transactions
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customer's personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer's personal information; the reasons PAM chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does PAM share?
Can you limit this sharing?
Table Content
For our everyday business purposes
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes
to offer our products and services to you
Yes
No
For joint marketing with other financial companies
No
We don't share
For our affiliates' everyday business purposes
information about your transactions and experiences
No
We don't share
For our affiliates' everyday business purposes
information about your creditworthiness
No
We don't share
For nonaffiliates to market to you
No
We don't share
Who we are
Who is providing this notice?
Patton Albertson Miller Group LLC (PAM)
What we do
How does PAM protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does PAM collect my personal information?
We collect your personal information, for example, when you open an account or give us your income information tell us about your portfolio or deposit money enter into an investment advisory contract. We also collect your personal information from other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only sharing for affiliates’ everyday business purposes—information about your creditworthiness affiliates from using your information to market to you sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
· PAM shares nonpublic personal information with its parent company affiliate Focus Financial Partners, LLC for its internal and external auditing purposes.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
· Non-affiliates that we share with can include companies that aggregate data for reporting purposes.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
· PAM does not jointly market.
Other important information
Patton Albertson Miller Group, LLC ("PAM") is an affiliate of Focus Financial Partners, LLC. PAM and other affiliates of Focus share certain personal information with an unaffiliated third party for the purpose of aggregating it and providing summary information based on this data to our parent company, Focus.