Our Privacy Policy
Important Disclosure Information
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Professionally Speaking
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We are providing you with this information as required by Regulation S-P adopted by the Securities and Exchange Commission.
Information about you that we collect.
We collect non-public 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.
Our use of information about you.
We do not disclose any non-public personal information about you to anyone except as permitted by law. We follow the same policy with respect to non-public information received from all clients and former clients.
How we protect your confidential information.
We restrict access to non-public personal information about you to those employees who have need for that information to provide investment services to you, or to employees who assist those who provide those services to you. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.
Thank you,
Scott Martin, CFP
Securities offered exclusively through Raymond James Financial Services, Inc.
Member FINRA/SIPC
© 2009 S.D. Martin Financial