We’re committed to protecting your privacy.

Our Privacy Policy will walk you through any personal data we may obtain or that you provide to us. Please read the following carefully to understand our policies regarding your personal data and how we will treat it.

Information we may collect from you

We may collect and process the following data about you:

  1. If you email us or fill our a contact form, we may keep a record of that correspondence.
  2. If you contact us, we may keep a record of that correspondence.
  3. We may also ask you to complete surveys that we use for research purposes, although you do not have to respond to them.
  4. Details of transactions you initiate through our website and the personal information we need to collect to fulfil your orders.
  5. We may track your visits to our site through our website analytics. This anonymous data is used to track general traffic behaviour.

 

Cookies

This site has the capability to track cookies which if used would help us to distinguish you from other users of our website. This helps us to provide you with a great customer experience when you browse our website and also allows us to improve our site by understanding out users online viewing behaviour.

Where we store your personal data

Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

Uses made of the information

We use information held about you in the following ways:

  1. To provide you with information in the instances where you have consented to be contacted for such purposes.
  2. To fulfil any contracts entered into between you and us.
  3. To notify you about changes to our service.

 

Disclosure of your information

Our privacy means a great deal to us. We do not disclose your personal information to any outside source.

Changes to our Privacy Policy

This Privacy Policy may be updated from time to time, we encourage you to revisit this page on your next visit.

Contact

Please feel free to contact us at the number provided on the website. if you have any questions, comments or requests regarding this Privacy Policy.

brokercheck.finra.org

1800 Blankenship Road, Suite 170
West Linn, OR 97068

Phone: (503) 336-0562
Fax: 503-908-8175

info@creativewealthpdx.com

Legal Disclosures

Creative Wealth Management maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Privacy Notice. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Creative Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

State affiliations: We currently do business in AZ, CA, CO, GA, IA, ID, IL,IN, MO, MT, NC, NJ, NV, OR, TX, UT, VA, WA.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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