Privacy Policy

Privacy Policy

Welcome to AdvisorLaw. Your privacy is important to us. This privacy policy discloses the privacy practices for

Please read this Privacy Policy carefully before using this site. If you do not agree with the terms of this privacy policy, do not access or use the site.

AdvisorLaw is not a law firm and does not provide legal services. AdvisorLaw does have the expertise to advise and assist financial professionals when it’s time to defend your good name. We partner with attorneys ​who specialize in issues facing financial professionals, and can team with your own lawyers to provide the specific expertise called for.

In relation to SMS texting, this Privacy Policy applies to any platform used through the Zoom Phone system by AdvisorLaw to contact you, either through the phone system or Contact Center.

About This Policy

By using this site, you agree to the Privacy Policy terms set forth below. This Policy does not apply to information we may collect in other forums, including through emails, phone, or offline.

AdvisorLaw maintains strict privacy policies to protect the personal information of our users obtained for text message communications. This information is never sold, rented, released, or traded to others without prior consent or legal obligation. AdvisorLaw does not share personal data (phone numbers) and consent with third parties/affiliates or partners. We guarantee that it will never be shared with third parties for marketing purposes. AdvisorLaw does not sell data to any third parties.

Information We Collect

Personal Information. We collect the below information from you, but only if you choose to complete the online form available from a link on the site.

This information could include your:

  • First and last name
  • CRD or IADP number
  • Company name
  • Email
  • Phone number
  • Monthly income, expenses, and your assets
  • Contact information, including phone, email and/or mailing address (at least one method of contact is preferred so we can communicate with you, neither is required for general site use)

By providing your phone number, you agree to receive text messages from this organization. Message and data rates may apply. Message frequency varies.

If, at any time, you receive text messages from us and wish to stop receiving them, simply respond with either "STOP" or "OPT OUT" to the number from which you received the message. Once we receive your message, you will no longer receive further text messages from us.

How We Collect Information

We collect information directly from you. For example, we will collect information from you only if you choose to answer questions in our online form.

How We Use Information

If you choose to complete an online form, we will use any provided information to process and respond to your online request to determine viability.

Your Choices

If you complete an online form, you may contact AdvisorLaw to request that we modify, update, or correct your personal information. You may also request that we cease contacting you by email, telephone, regular mail, or other means. To do so, contact us directly at 303-952-4025. 

You can choose not to provide us with some of the information that we request. If you do not provide it, though, we may not be able to determine your eligibility or help you.

Data Security

We take reasonable steps to protect the information we collect from you against unauthorized access, use, and disclosure. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure, and we cannot guarantee absolute security.

Third Party Site Links

Our sites contain links to third-party sites. If you click on one of those links, you will be taken to sites we do not control. This policy does not apply to the information practices of that site.

Policy Updates

We may update our privacy policy from time to time. Notification will consist of user visibility and knowledge of any changes by posting the new privacy policy on this page. You are advised to review this privacy policy periodically for any changes. Changes to this privacy policy are effective when they are posted on this page.

More Questions?

If you have additional questions, you can reach us by calling us directly at 303-952-4025 or by email at