Privacy Policy

Privacy Policy

We Respect your privacy

Harold Lea and our broker dealer Growth Capital Services place a high value on the trust and confidence our customers place in us. Today’s technology allows for broad and deep sharing of information, so it is important that we have put in place safeguards and policies to protect your information. 

Collection of Information

We collect only the information we need to serve you and administer our business. We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information. We make every effort to ensure the accuracy of your information. We collect, retain and use client information to aid in providing you with suitable investment recommendations and high quality customer service. This information comes to us from a variety of sources. It can include information you provide on applications or forms such as name, address, social security number, date of birth, income, net worth, and information about account transactions (such as purchases, sales and account balances). The information could be received while you are a client of our firm and/or could have been collected by your advisor prior to joining our firm.