WHAT DOES EXPAND FINANCIAL, LLC
DO WITH YOUR PERSONAL INFORMATION?
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.
The types of personal information we collect and share depends on the product or service you have with us. This information can include, but is not limited to:
• Social Security number and income;
• Assets and transaction history; and
• Investment experience and risk tolerance.
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 Expand Financial, LLC chooses to share and whether you can limit this sharing.
To limit our sharing
If you are a new client, we can begin sharing your information from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
Call: 720-387-8158 or go to: WWW.EXPANDFINANCIAL.COM
Who we are
Who is providing this notice?
Expand Financial, LLC
Other Important Information