Privacy Policy

Richard E. Eddy, CFP®, LLC doing business as Lake Park Advisors is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

Consumer: a person who has not entered into an investment advisory relationship but has disclosed nonpublic personal information to our firm.

Client: a person who has entered into an investment advisory relationship with the firm or that individual’s designated representative.

Confidential Information: personally identifiable private information, not available from public sources, about a client or consumer. It generally includes name, address, age, Social Security number, assets, income, net worth, account balances, account numbers, beneficiary information, or investment history.

Download the Privacy Policy Notice (PDF)

Our firm collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with our firm, except as noted below:

• To complete transactions or account changes, as directed by the client
• To maintain or service a client’s account
• If requested by the client
• With entities under common ownership and control of our firm
• With contracted third parties who require the information to develop, support and deliver services
• If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm

As a client of our firm your privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information. We continue to safeguard and keep confidential the personal and financial information of all present and past clients.

We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Notice to you annually, in writing.

If you wish for us not to share your information as stated above, please contact us by:

• Calling us at 423-328-7365, or
• Writing to us at Lake Park Advisors, 4718 Lake Park Drive, Suite 1, Johnson City, TN 37615

Please contact us with any questions about this policy.

The contact form on this website collects the details you enter so that we can respond to you. By providing your email address or phone number you agree that we may contact you about our services; you may opt out at any time by replying STOP to a text, using the unsubscribe link in any email, or contacting our office. Please do not send account numbers or Social Security numbers through the contact form or by unencrypted email.

This website loads third-party scripts and fonts from content delivery networks, which may receive technical information such as your IP address and browser type. We do not use this website to sell or advertise to you based on your personal information. Use of this website is also subject to our Terms of Use.

The information provided on this website is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice.