R.A. Peterson Associates, LLC does not disclose or reserve the right to disclose Non-public personal information (NPI) to any third party.
Information disclosed to any brokerage relationship is provided by the client directly to the brokerage firm at the time the account relationship is established.
R.A. Peterson Associates, LLC restricts access to confidential personal information about their customers. We maintain physical, electronic and procedural safeguards to comply with federal standards to guard client’s confidential personal information.
Confidentiality is a condition of employment at R.A. Peterson Associates, LLC.