Expert Q&A

How secure is the information I provide about myself (social security number, bank account number) and my personal assets (net worth, account size)?


Related Topics: Investments, Retirement Planning, Saving, Debt and Credit, Financial Planning
Related Tags: Financial Advisor
Thomas J. Hartfield
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By Thomas J. Hartfield - Hartfield Financial & Insurance Services, Inc.
Answered over 3 years ago

Very secure. Advisors are upheld to a very high client-Advisor confidentiality standard. Also,
certain rules and regulations are mandated on the industry, such as the USA Patriot Act.

Brett H. Carolan
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By Brett H. Carolan - Brighton Jones
Answered over 3 years ago

Each advisory firm has different standards and procedures around this. It is a very important question to ask and understand.

William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered over 3 years ago

Very good question. ALL advisors are required to “securitize” ALL information, (i.e. – it’s all fully secure).

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