Information We Collect
Goggans Group Inc requires the voluntary disclosure of your non-public personal information ("Information") to provide you financial advice and investment management. The Information we request may include: name, address, phone number, social security number, date of birth, and driver license; assets, income, liabilities, financial goals, and investment experience; account balances, account numbers, statements, and custodians.
How We Collect Information
We collect your Information when you submit applications or other forms for processing; when you provide data to us verbally, electronically, or via written correspondence; and when you authorize non-affiliated third parties to share your data with us.
Information We Share
Goggans Group Inc shares your Information with certain non-affiliated third parties (like your account custodian) as permitted by law to provide the services and transactions you have requested. We do not share your Information with other non-affiliated third parties without your authorization.
Request to Share Information
In the event you desire us to share your Information with a non-affiliated third party (e.g., accountant, attorney, etc.) we may request your instruction writing. We may decline to share your Information, regardless of your consent, or terminate the sharing of your Information without notice.
Goggans Group Inc maintains physical, electronic and procedural safeguards to protect your Information from unauthorized access or distribution. The sharing of your Information within Goggans Group Inc and with non-affiliated third parties (as permitted by law) is limited to individuals and parties requiring access to provide services and execute transactions.