PRIVACY POLICY — AdvisorGiant.com

1. Information We Collect

We collect information in two ways:

(1) Information you submit directly

(2) Information collected automatically when you visit the Site

1.1 Information You Provide

When you submit a request on AdvisorGiant.com, we may collect:

• Name
• Phone number
• Email address
• Age range
• Types of retirement or investment accounts
• Estimated household income (ranges only)
• State of residence
• Financial preferences or goals (if provided)
• Any additional information you voluntarily submit

We do not request Social Security Numbers, account numbers, banking information, or sensitive personal details.

1.2 Information Automatically Collected

When you visit the Site, we automatically collect:

• IP address
• Device type, browser type, OS
• Pages visited
• Time on site
• Navigation paths, clicks, scroll behavior
• General location (approximate)
• Cookies & tracking identifiers
• Session metadata

We use industry-standard technologies to collect this information, including:

2. How We Use Your Information

We use information collected from you to:

• Match you with a financial advisor licensed or operating in your state
• Provide your information to exactly one advisor partner
• Allow that advisor to contact you
• Improve marketing, advertising, and website performance
• Verify lead authenticity and prevent fraudulent submissions
• Respond to your inquiries
• Comply with legal or regulatory obligations

3. How We Share Your Information

Your information is shared only in the following ways:

3.1 One Assigned Financial Advisor

Your information is shared with one financial advisor or advisory company based on:

• Your state
• Their licensing and coverage
• Service availability

The assigned advisor may:

• Contact you
• Store your information in their CRM
• Use your information for their own marketing campaigns
• Retain your information under their own privacy policy

We do not control how advisors use or store your information once transferred.

3.2 Service Providers

We may share information with trusted third-party vendors that assist in operating the Site, including:

• HubSpot (CRM)
• TrustedForm (lead certification)
• Microsoft Clarity (analytics)
• Meta (advertising)
• Hosting and security vendors

These companies may process information solely on our behalf.

3.3 Legal Obligations

We may disclose information when required by:

• Subpoena
• Court order
• Law enforcement
• Regulatory requirements

3.4 We Do NOT Sell to Unrelated Third Parties

We do not sell your personal information to unrelated marketing companies.

We only transfer lead data to:

• One selected advisor partner
• Service providers necessary to operate the Site

Under California law, some advertising activity may be considered "sharing," and you have the right to opt out (see Section 7).

4. Marketing Communications & TCPA Consent

By submitting your information on AdvisorGiant.com, you provide written consent for:

Giant Partners, Inc. (DBA Advisor Giant)

AND

The financial advisor you are matched with

to contact you via:

• Manual phone calls
• Manual text messages
• Automated calls (autodialer systems)
• Automated SMS messages
• Prerecorded or artificial voice messages
• Email messages

These communications may include marketing or promotional content.

Consent is not a condition of purchase.

Message & data rates may apply.

You may opt out at any time.

5. Cookies, Pixels & Tracking

We use cookies and tracking tools for:

• Analytics
• Retargeting
• Advertising optimization
• Site performance
• Fraud prevention

You may disable cookies in your browser settings.

6. Your Rights (U.S. Users)

You may:

• Request access
• Request deletion
• Request correction
• Opt out of marketing
• Opt out of sale or sharing of personal information

To exercise your rights, email: privacy@advisorgiant.com

7. California Privacy Rights (CPRA)

California residents have the right to:

• Access their personal information
• Request deletion
• Request correction
• Opt out of "sale" or "sharing"
• Non-discrimination for exercising rights

You may opt out of advertising-related "sharing" at: advisorgiant.com/do-not-sell

We do not collect or process "sensitive personal information" as defined by CPRA.

8. Data Retention

We retain:

• Lead data as long as necessary for business purposes or legal requirements
• Analytics data according to internal policies
• Communications (emails) for recordkeeping

Advisors may retain information independently under their own policies.

9. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information.

However, no online system is completely secure.

10. Children's Privacy

This Site is not intended for anyone under 18.

We do not knowingly collect information from minors.

11. External Websites

We may link to third-party sites.

We are not responsible for their content or privacy practices.

12. Updates to This Policy

We may update this Privacy Policy periodically.

Changes will be reflected with a new "Last Updated" date.