Richard C. Young & Co., Ltd.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, forms or financial statements. This may include your social security number, date of birth, employment status and personal financial information;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from you through your account inquiries by mail, facsimile, telephone or e-mail.
We do not disclose any nonpublic personal information about our customers or former customers to any nonaffiliated third parties, except with prior consent or as permitted by law. By law, we may share information with nonaffiliated third parties in order to service your account. The types of entities that we may share your information with for the purpose of servicing your account are transfer agents, clearing firms, consultants who perform business functions for us, custodians, certain broker-dealers and insurance providers.
We restrict access to nonpublic personal information about you to those employees who need that information to provide product or services to you.
We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
Richard C. Young & Co., Ltd. shares office space in Newport, Rhode Island with Young Research & Publishing, Inc. and its employees.