Privacy Policy

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This statement outlines the policies and procedures followed by Delta Financial Advisory LLC in collecting, managing, and disclosing our client's information. We remain committed to protecting the confidentiality and integrity of our client's information at all times. Your information will not be disclosed to any outside parties except as outlined in this policy.  

Information we collect  The personal information we collect directly from you includes all or portions of the items outlined below in order to communicate with you and assist us in effectively addressing your financial needs.  This information could include: 

• Your name and address • Telephone number • Email address • Investment objectives and experience 

• Financial circumstances • Account balance and account transactions • Social security number • Employment information 

The Sources of Your Information  We collect nonpublic personal information about our clients from the following sources:  • Information we receive from you on applications or other forms.  • Information about your transactions with us, our affiliates, or others.  • If you visit our website, information we collect via a web server, often referred to as a “cookie.”  We also utilize information provided by you via a "Contact Us" submission to make contact with you, per your request. 

The Information We Disclose We do not disclose any personal information about our clients or former clients to anyone, except as permitted or required by law, or for regulatory compliance.  Moreover, we will not release information about our clients or former clients unless one of the following conditions is met:  • We receive your prior written consent.  • We believe the recipient to be you or your authorized representative.  • We are required by law to release information to the recipient.  No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

Confidentiality and Security  We maintain physical, electronic, and procedural safeguards to guard your personal account information. Additionally, we comply with all regulatory requirements which include regularly scheduled training and assessment of our information security practices and procedures.  

Contact information If you have any questions, concerns or comments about our privacy policy, you may contact us at 208-209-9479.