FinTrust Investment Advisory Services, LLC
FinTrust Brokerage Services, LLC

Privacy Policy Notice

At FinTrust Investment Advisors we value our relationships with our clients. We realize that the foundation of that relationship is the trust that you place in us to assist you with your financial needs while at the same time protecting the privacy of your personal information.

This privacy notice discusses how we maintain and protect the privacy of your information. Our commitment to you is that we will continue to safeguard the confidentiality of the information you provide to us.

How We Collect and Protect Your Information

FinTrust Investment Advisors collects information about you from the following sources:

  •  Information we receive on applications or other forms.
  • Information about your transactions with our affiliates, others, or us.

We do not disclose any non-public information about our current or former clients to any non-affiliated third parties, except as permitted by law or in order to provide the current services. FinTrust Investment Advisors maintains policies and procedures designed to protect the confidentiality and security of client’s personal information. Our employees have limited access to your personal information based on their responsibilities to provide products or services to you. Our employees are trained to understand the importance of financial privacy and to properly handle confidential information. Be assured that we maintain physical, electronic and procedural safeguards in compliance with federal standards to protect your information. Private client information will not be disclosed to third parties for any purposes of marketing and/or solicitation of business. Upon instruction from you we will share information with parties you authorize.

If our representative servicing your account leaves us to join another firm, he/she is permitted to retain copies of your name, address, and phone number in accordance with the provisions of the Protocol for Broker Recruiting (“Broker Protocol”) to which FinTrust Investment Advisors is a signatory. “Opting-out” of Third Party Disclosures: If you do not want your account representative to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact our Compliance Department at 864-288-2849.

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