SMS Privacy Policy

SMS Privacy Policy

Effective Date: October 16, 2024

Introduction

Bragg Financial Advisors, Inc. (“we,” “us,” or “our”) is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, disclose, and safeguard your information when you opt-in to receive SMS messages from us.

Information We Collect

When you opt-in to our SMS program, we may collect the following information:

  • Your phone number
  • Any other information you provide to us through SMS
How We Use Your Information

We use the information we collect to:

  • Send you SMS messages related to our services, promotions, and updates;
  • Respond to your inquiries and provide customer support;
  • Improve our services and enhance your experience;
  • SMS consent and phone number will never be shared or sold to any third party or affiliate for marketing purposes.
Disclosure of Your Information

We will never trade or otherwise sell your personal information such as phone numbers and SMS consent to third parties. We may share your information with:

  • Service providers who assist us in delivering SMS messages
  • Law enforcement or regulatory agencies if required by law
Data Security

We implement appropriate technical and organizational measures to protect your information from unauthorized access, use, or disclosure.

Your Choices

Contact us at (704) 377-0261 to manage your preferences, or follow the steps below:

  • Opt-in to receiving SMS messages from us at any time by texting “START” to (704) 377-0261 or directly to your advisor.
  • Opt-out of receiving SMS messages from us at any time by replying “STOP” to any message you receive.
  • For assistance when communicating with us using SMS, text “HELP” to (704) 377-0261 or directly to your advisor.
Changes to This Policy

We may update this SMS Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website and updating the effective date.

Contact Us

If you have any questions or concerns about this SMS Privacy Policy, please contact us at:

Bragg Financial Advisors, Inc.
1031 South Caldwell Street, Suite 200
Charlotte, NC 28203
advisors@braggfinancial.com
(704) 377-0261