Parable, LLC
(d.b.a. Parable Wealth Advisors)
460 A1A Beach Blvd | St Augustine | FL 32080
60 Ocean Blvd | Suite 11 | Atlantic Beach | FL 32233
PRIVACY NOTICE
This notice is being provided to you in accordance with the Securities and Exchange Commission’s rule regarding the privacy of consumer financial information (“Regulation S-P”). Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your nonpublic personal information.
INFORMATION WE COLLECT
Parable Wealth Advisors (Parable) must collect certain personally identifiable financial information about its clients to provide financial services and products. The personally identifiable financial information that we gather during the normal course of doing business with you may include:
- information we receive from you on applications or other forms;
- information about your transactions with us, our affiliates, or others;
- information we receive from a consumer reporting agency.
INFORMATION WE DISCLOSE
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as our attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.
In addition, we may disclose any nonpublic personal information about our clients to affiliated third parties as requested by our clients.
CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about you to those Employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
ACCURACY
Parable Wealth Advisors strives to maintain accurate personal information in our client files at all times. However, as personal situations, facts, and data change over time; we encourage our clients to provide feedback and updated information to help us meet our goals.
CHANGES TO THIS PRIVACY POLICY
If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact us at (904) 420-0008.
PARABLE, LLC (d.b.a. Parable Wealth Advisors)
460 A1A BEACH BLVD ST AUGUSTINE, FL 32080
60 OCEAN BLVD SUITE 11 ATLANTIC BEACH, FL 32233