Privacy Policy Statement
McAvoy Kemp Wealth Management, LLC
2121 25th Street, Suite A
Columbus, IN 47201
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 other parties such as any unaffiliated broker dealers.
We do not disclose any nonpublic personal information about our customers or former customers to anyone, including nonaffiliated third parties, except as both permitted by law and agreed to in advance by our clients, or as may be legally required by subpoena.
That information may include: your name, address, social security number, assets, income, information about your transactions with us, our affiliates, or others, such as your account balance, payment history, and parties to transaction. We do not exchange information with any consumer-reporting agency.
Confidentially and Security
We restrict access to nonpublic personal information about you to those employees who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
If you have questions about our privacy policy, or would like a copy of McAvoy Kemp Wealth Management, LLC, Uniform Application for Investment Adviser Registration (ADV Part II) please let us know by calling 812-376-6463 or writing to:
McAvoy Kemp Wealth Management, LLC
2121 25th Street, Suite A
Columbus, IN 47201.