- Social Security Number
- Date of Birth
- Occupation and Employment Status
- Financial Goals
- Assets, Income and Account Balances
- Investment Experience and Risk Tolerance
- Information received from credit bureaus including credit history
- Information from your wills, trusts, and other estate planning documents
- Information about your holdings or transactions with us, our affiliates or others
- Mortgage rates & payments
- Wire transfer instructions
Avestar Capital, LLC and its affiliates (as defined below; collectively, “Avestar Capital” or “we”).
Give us your income information or contact information
Open an account
Fill out subscription documents for investment funds or vehicles
Sharing for affiliates’ everyday business purposes – information about your credit worthiness
Affiliates from using your information to market to you
Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing [See below for more on your rights under state law.]
- Broker-Dealers or Banks
- Payment processors
- Vendors to the respective client, including attorneys, accountants, etc.
- Claims processors
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Avestar doesn’t jointly market.
California Residents: Except as permitted by law, we do not share nonpublic personal information we collect about California residents with non-affiliates. We restrict sharing with affiliates to comply with applicable California privacy laws.
Nevada Residents: We are providing you this notice under state law. At your election, you may be placed on our Do Not Call list by calling us at 415-967-7763. You may obtain more information concerning Nevada Protection by contacting the following: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number- 702-486-3132; email: BCPINFO@ag.state.nv.us.
Vermont Residents: Under Vermont law, we will not share information we collect about Vermont residents with companies who are not affiliates, except as permitted by law, such as with your consent or to service your accounts. We will not share information about your creditworthiness with our affiliates without your authorization or consent, but we may share information about our transactions or experiences with you with our affiliates without your consent.