top of page

Privacy Policy

Effective Date: 02/06/2025

Advisor Scope Solutions ("we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website.

​

1. Information We Collect 

We collect various types of information to provide and improve our services, including:

  • Personal Information: Name, email address, phone number, and any other details provided when filling out our forms.

  • Financial Information: If applicable, we may collect financial details relevant to connecting you with financial advisors.

  • Technical Information: IP address, browser type, operating system, and other technical details collected automatically.

  • Usage Data: Pages visited, time spent on our site, and user interactions.

​

2. How We Use Your Information 

We use the information collected for the following purposes:

  • To connect you with financial advisors and other service providers.

  • To improve our website, services, and user experience.

  • To communicate with you regarding updates, promotions, or relevant financial services.

  • To analyze user behavior and trends for internal research and marketing.

  • To comply with legal requirements and enforce our terms of service.

​

3. How We Share Your Information 

Your information may be shared with:

  • Financial Advisors & Partners: To provide personalized financial recommendations.

  • Service Providers: Third-party vendors who assist in website operation, marketing, and analytics.

  • Legal Authorities: When required by law or to protect our rights and users.

  • Business Transfers: In case of a merger, acquisition, or sale of assets.

We do not sell your personal information to third parties for marketing purposes without your consent.

​

4. Data Security 

We implement security measures to protect your information from unauthorized access, disclosure, or loss. However, no online transmission is 100% secure, and we cannot guarantee absolute security.

​

5. Your Choices & Rights You have the right to:

  • Access, update, or delete your personal information.

  • Opt-out of marketing communications.

  • Restrict or object to certain data processing activities.

  • Request a copy of the data we have about you.

To exercise these rights, please contact us at advisorscopesolutions@gmail.com

​

6. Cookies & Tracking Technologies 

We use cookies and similar tracking technologies to enhance user experience, analyze site traffic, and personalize content. You can adjust your cookie settings through your browser.

​

7. Third-Party Links 

Our website may contain links to third-party sites. We are not responsible for their privacy practices and encourage you to review their policies.

​

8. Updates to This Policy

 We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

​

9. Contact Us For questions or concerns about this Privacy Policy, please contact us:

By using our website, you agree to the terms outlined in this Privacy Policy.

  • Instagram
  • Twitter
  • LinkedIn
  • Youtube

   Advisor Scope Solutions LLC offers a lead referral service connecting users with third-party financial advisors based on information provided through our online questionnaire. Advisor Scope Solutions LLC is not a registered investment advisor and does not provide financial, tax, or legal advice. We do not manage client funds, hold custody of assets, or oversee the management or performance of any user’s financial accounts.

     Advisor Scope Solutions LLC receives compensation from financial advisors for referrals. This compensation does not influence the advisors included on our platform or the matches made. Please note, there are no guarantees that working with an advisor will result in favorable financial outcomes, and all investments carry inherent risks, including the potential loss of principal.

We encourage users to conduct thorough evaluations of advisors to ensure they align with your specific needs and goals before entering into any advisory relationship.

Disclaimer:

© 2025 Advisor Scope Solutions, LLC

bottom of page