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Terms & Conditions

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Effective Date: Jan 1st, 2025
Last Updated: Jan 1st, 2025

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Welcome to Advisor Scope Solutions LLC (“we,” “us,” or “our”). By accessing or using our website located at advisorscopesolutions.com (the “Site”), you agree to be bound by these Terms and Conditions (the “Terms”). If you do not agree to these Terms, please do not use the Site.

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These Terms outline the rules and guidelines governing your use of the Site and our services. Please read them carefully.
 

1. About Our Services

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1.1 Purpose of the Site:
Our Site provides a platform to assist individuals in finding third-party financial advisors or advisory firms that may align with their financial needs. We aim to simplify the process of connecting clients with professional advisors based on the information they provide.

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1.2 No Advisory Services:
We are not a financial advisor, brokerage, or investment firm. Advisor Scope Solutions LLC does not provide financial, investment, legal, or tax advice. All information on the Site is for informational purposes only. The ultimate decision to engage with any advisor rests entirely with you.

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1.3 No Endorsement or Guarantee:
We do not endorse, recommend, or guarantee the suitability, reliability, or quality of any third-party advisor or advisory firm listed or referenced on our Site. It is your responsibility to conduct due diligence before entering into any agreement with an advisor.
 

2. Acceptance of Terms

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By accessing or using the Site, you affirm that you:

  • Are at least 18 years old or the age of majority in your jurisdiction.

  • Have the legal capacity to agree to these Terms.

  • Agree to comply with all applicable laws and regulations while using the Site.
     

3. User Obligations

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3.1 Accurate Information:
When providing information on the Site, you agree to:

  • Submit only accurate, current, and complete information.

  • Update your information if it changes.

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3.2 Prohibited Activities:
You agree not to engage in activities that could harm the Site, other users, or third parties, including but not limited to:

  • Submitting false or misleading information.

  • Using automated tools (bots, crawlers, etc.) to access the Site.

  • Attempting to hack, disrupt, or interfere with the Site’s functionality.
     

4. Information Collection and Privacy

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4.1 Data Collection:
We collect personal information you voluntarily provide when using the Site, including your name, contact information, and financial preferences, to connect you with financial advisors.

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4.2 Use of Information:
Your information is used solely to facilitate your connection with third-party advisors. For more details, please refer to our Privacy Policy [Insert Link].

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4.3 Data Sharing:
Your information may be shared with third-party financial advisors solely for the purpose of matching you with advisors who align with your preferences.

 

4.4 Your Rights:

  • Under GDPR (if applicable), you have the right to access, correct, delete, or restrict the processing of your data.

  • Under CCPA (if applicable), you have the right to opt out of the sale or sharing of your data and request access to or deletion of your personal information.

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5. Intellectual Property

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5.1 Ownership:
All content on the Site, including text, images, graphics, logos, and software, is owned by or licensed to Advisor Scope Solutions LLC and is protected by copyright, trademark, and other intellectual property laws.

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5.2 Permitted Use:
You may use the Site’s content solely for personal, non-commercial purposes. Any unauthorized use of the Site’s content is strictly prohibited.

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6. Third-Party Links and Services

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6.1 Advisor Services:
Our Site may include links to third-party advisor websites or services. These links are provided for your convenience.

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6.2 No Responsibility:
We are not responsible for the content, privacy practices, or terms of any third-party websites or services. Your interactions with such third parties are governed by their terms and policies, not ours.

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7. Disclaimer of Warranties

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7.1 No Guarantees:
The Site and its content are provided “as is” and “as available,” without any guarantees or warranties of any kind, whether express or implied. We do not guarantee that the Site will be error-free, uninterrupted, or secure.

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7.2 Advice Disclaimer:
We do not provide financial advice or guarantee the accuracy, reliability, or suitability of information shared on the Site. Always consult a qualified financial advisor for advice specific to your needs.

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8. Limitation of Liability

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8.1 No Liability for Advisor Actions:
We are not responsible for any advice, actions, or services provided by third-party financial advisors. Any disputes or claims related to such advisors must be addressed directly with them.

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8.2 No Liability for Losses:
To the fullest extent permitted by law, Advisor Scope Solutions LLC is not liable for any direct, indirect, incidental, or consequential damages arising from your use of the Site, including but not limited to financial loss, loss of data, or loss of opportunity.

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9. Indemnification

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You agree to indemnify and hold harmless Advisor Scope Solutions LLC, its employees, affiliates, and agents from any claims, damages, or liabilities arising out of your use of the Site, your violation of these Terms, or your interactions with third-party advisors.

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10. Termination of Access

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We reserve the right to suspend or terminate your access to the Site at any time for any reason, including violations of these Terms or any applicable laws.

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11. Updates to These Terms

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We may update these Terms from time to time to reflect changes in our services or legal requirements. Any updates will be posted on this page with a revised “Effective Date.” Your continued use of the Site after such updates constitutes your acceptance of the revised Terms.

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12. Governing Law

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These Terms shall be governed by and construed in accordance with the laws of [Insert Jurisdiction]. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts in [Insert Jurisdiction].

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13. Contact Information

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If you have any questions or concerns about these Terms, please contact us at:

By using our Site, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.

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   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

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