Southern Financial Group , Inc. (SFG) is committed to maintaining the confidentiality, integrity, and security of personal information entrusted to us by current and potential financial service customers. We have always treated personal information as confidential and want you to be aware of our privacy policies.
We collect non-public personal information about you from the following sources: information we receive from you on applications or other forms, information supplied by your employer if you are a client through an employer-sponsored retirement plan, and information about your transactions with us, our affiliates or others.
We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. SFG employees are subject to a strict employment policy regarding confidentiality.
We do not disclose any non-public personal information about our customers or former customers to anyone except as permitted by law. We may disclose information to non-affiliated parties as allowed by law, such as responding to a subpoena, preventing fraud, or complying with an inquiry by a government agency or regulator. SFG may use personal information for the purpose of offering or furnishing products and services. Third parties may be used to help prepare notices of these offerings. However, names and addresses are never given or sold to third parties for any outside use. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public personal information.
Please call us at (580)490-9094 or email us if you have any questions regarding our privacy policy.
Legal Disclaimer
There is no intention to sell or offer to sell securities through this publication. Any offer to sell securities would occur through a registered representative of Institutional Securities Corporation, Inc. Member of the Financial Industry Regulatory Authority (FINRA) and Securities Investors Protection Corporation (SIPC).
This site is offered as a source of general information only and is not intended to provide specific advice on taxes, investments, insurance, or any other subject. You should consult with your attorney, accountant, financial planner or tax adviser with regard to your specific situation.