Privacy Policy

Rev. 06/03/2024


Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.  What? The types of personal information we collect and share depend on the product or service you have with us. The information can include Social Security number and Income, Account Balances and Transaction History, Retirement Assets and Investment Experience.  When you are no longer our customer, we continue to share your information as described in this notice.  How? All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information, the reasons Securenet Financial, LLC chooses to share, and whether you can limit this sharing.  Reasons we can share your personal information: For our everyday business purposes— Does Securenet Financial, LLC share?  Yes.  Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.  Can you limit this sharing?  No. For our marketing purposes— Does Securenet Financial, LLC share? Yes, to offer our products and services to you.  Can you limit this sharing?  No.  For joint marketing with other financial companies—Does Securenet Financial, LLC share?  Yes. For our affiliates’ everyday business purposes— Does Securenet Financial, LLC share?  Yes, information about your transactions and experiences.  Can you limit this sharing?  No.  For our affiliates’ everyday business purposes— Does Securenet Financial, LLC share?  Information about your creditworthiness.  No. We don’t share. For nonaffiliates to market to you— Does Securenet Financial, LLC share?  No.  We don’t share.  We do not share or sell personal information with third parties without consent, except when legally required to do so.  Questions? Call (352) 312-9900 or visit our website at  Who We Are: Who is providing this notice? Securenet Financial, LLC (“SNF”) What We Do: How does SNF protect my personal information?  To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. How does SNF collect my personal information?  We collect personal information, for example, when you: Open an account or provide account information, Give us your income info or direct us to buy/sell securities,  Enter into an investment advisory contract, Apply for Insurance or Annuity contracts.  Why can’t I limit all sharing? Federal law gives you the right to limit only: Sharing for affiliates’ everyday business purposes— information about your creditworthiness, Affiliates from using your information to market to you, Sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.  Definitions:  Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies; Securenet Financial Services, LLC, Securenet Tax, LLC, Securenet Wealth Management, LLC, Pilot Financial Services, LLC.  Nonaffiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies; Financial Independence Group, Inc, Barnabas Capital, LLC, Alphastar Capital Management Insurance, LLC, Alphastar Wealth Management Lake Norman, LLC, Alphastar Wealth Management Emerald Coast, LLC, Financial service providers. Custodians – Joint Marketing. A formal agreement between nonaffiliated financial companies that together market financial products or services to you.  Securenet Financial, LLC doesn’t joint market.  OPT-OUT Policy: You can revoke your consent to receive emails at any time by using the SafeUnsubscribeTM link, found at the bottom of every email. Emails are serviced by Constant Contact. You can choose to opt out of receiving SMS messages from us at any time by replying STOP.