Rubicon Financial Network is committed to keeping the personal information collected from our potential, current and former clients confidential and secure. The proper handling of your personal information continues to be one of our highest priorities. We want to be sure that you know why we need to collect personal information from you. We also want to explain to you our commitment to protect the information you provide to us.



  Access your personally held accounts.

 


We collect only information that is necessary for us to provide services requested by you and to administer your business with us. We may obtain your nonpublic personal information from several sources including:

From you when you complete our questionnaires for comprehensive financial and estate planning, or applications and other forms when you inquire about or purchase securities, insurance products or investment advisory services. This could include information such as name, address, social security number, assets, income and medical information that you authorized us to collect for insurance products. This could also include account numbers, account balances, parties to transactions, and transactions completed with us.
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk. All present and future employees and independent representatives are required to keep client information confidential both during and after the term of their employment or association with our firm. We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.

For further information, please contact our firm at 480-820-7177

 
 


Rubicon Financial Network does not disclose any nonpublic personal information about our potential, current or former clients to anyone, excepted as permitted or required by law, including the Fair Credit Reporting Act. For example, federal regulations permit us to share a limited amount of information about you with our brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.

Home | Company | Products | Careers | Contacts
Rubicon Financial Network © 2006

Securities offered through First Allied Securities, Inc. Member: FINRA / SIPC
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States . Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.