Privacy Policy
Home / 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?

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.

Important notice: you are now leaving Patton Albertson & Miller

By clicking continue, you will be taken to a site that is not affiliated with Patton Albertson & Miller and may offer a different privacy policy and level of security. Patton Albertson & Miller is not responsible for and does not endorse, guarantee, or monitor content, availability, viewpoints, products, or services that are offered or expressed on other websites. You can click the "Return to Patton Albertson & Miller" button now to return to the previus page, or you can close the new window after you leave.

Continue Return to Patton Albertson & Miller