Crossmark Wealth Management, LLC appreciates the privacy concerns and expectations of our customers. We are committed to maintaining a high level of privacy and confidentiality when it comes to your personal information and we use that information only where permitted by law. This privacy policy contains information about how we fulfill this commitment to you. In compliance with government regulations, we provide this notice annually.

We value the trust of our customers and will continue to recognize the importance of holding your personal financial information as confidential. We will use information responsibly in order to protect you from fraud, offer you improved products and services, and comply with legal obligations. We will maintain accurate customer information and respond promptly to customer requests to correct information. We will require companies with which we do business to use our customer information appropriately and to safeguard the confidentiality of such information.

Collection of Information

We collect nonpublic personal information about you from the following sources:

  • Information that we receive from you personally on applications, forms, or other correspondence, such as your name, address, phone number, social security number, and e-mail address.
  • Information about your transactions with us, such as your account holdings and transaction history.