Privacy Statement

To demonstrate our commitment to privacy we have prepared this Privacy Statement.

Information Privacy

We do not sell or disclose any personal information of our customers to anyone, unless specified by law. Otherwise, your personal information is protected with a strict agreement of confidentiality.

Employee Access

It is a policy at C.V. Lemmon & Co. that our employees with access to customer information are prohibited from disclosing customer information outside of business use and are required to safeguard that information.


If you suspect that your personal information has been disclosed or otherwise tampered with or just have a question regarding security, do not hesitate to call us at (214) 207-9694 or e-mail via:

Notice of Privacy Policy

This notice is being provided by C.V. Lemmon & Co., Inc. because you are a current or prospective customer

We are committed to keeping personal information collected from our prospective, current, and former customers confidential and secure. The proper handling of personal information is one of our highest priorities. We want to be sure you know why we need to collect personal information from you. We also want to explain to you our commitment to protect the information you provide to us. We will not sell your information to any outside parties.

2. Customer Information

We collect and keep only information that is necessary for us to provide services requested by you and to administer your business with us.  We may collect nonpublic personal information:

  • New Account form.  This includes information such as name, address, financial statements, and other information deemed necessary to evaluate and advise for the achievement of your goals.
  • Credit card information or banking account information, if applicable.
  • As a result of advisory actions with us to complete or to effect your financial goals.
  • Forward looking statements to determine suitability and sustainability.
3. Sharing Information

We only share your nonpublic personal information with non-affiliated companies or individuals as directed by you, your due diligence team, or to comply with legal or regulatory requirements.  In the normal course of our business, we may disclose the information we collect about you to companies or individuals that contract with us to perform servicing functions such as:

  • Record keeping
  • Computer-related services

Companies we hire to provide support services are not allowed to use your personal information for their own purposes and are obligated to maintain strict confidentiality.  We limit their use of your personal information to the performance of the specific service we have requested.

We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.  When we provide personal information to a service provider, we require these providers to agree to safeguard your information, to use the information only for the intended purpose, and to abide by applicable law.

4. Internet Access

We provide a website on the Internet for our company, which is informational only.  Accessing this website in no way compromises your privacy since we gather no personal information from you.  Credit card payments, if any, are redirected to a secure third-party site protected by SecureTrust.  We do not utilize Cookies, Graphics Interchange Format (GIF’s), or any other web tools.

5. Employee Access to Information

Only employees with a valid business reasons have access to your personal information.  These employees are educated on the importance of maintaining the confidentiality and security of this information.  They are required to abide by our information handling practices.

6. Protection of Information

C.V. Lemmon & Co. maintains security standards to protect your information, whether written, spoken, or electronic.  We update and check our systems to ensure the protection and integrity of information.

7. Maintaining Accurate Information

Our goal is to maintain accurate, up-to-date customer records. We have procedures in place to keep information current and complete, including timely correction of inaccurate information.

8. Opt-Out Provisions

C.V. Lemmon & Co. only supplies information to third parties that are allowed under the exceptions to the rule including law enforcement, regulating bodies and parties directly involved in the customer’s transaction as approved by the customer.

9. Choice/Opt-Out

If ever needed, our firm will provide customers the opportunity to opt-out of receiving communications from us. This would give customers the following options for removing their information from our database to not receive future communications or to no longer receive our service.

Send Email to

Call 214-207-9694

Mail your request to:

C.V. Lemmon & Co., Inc., 9203 Moss Farm Lane, Dallas, Texas 75243

Supplementation Information

10. Links

The C.V. Lemmon & Co., Inc. web site may contain links to other web sites. C.V. Lemmon & Co. is not responsible for the privacy practices or the content of such Web sites.

10. Who is Covered by the Privacy Policy?

The Privacy Policy applies to employees, customers, and former customers of C.V. Lemmon & Co., Inc. In the event of a change, a revised Privacy Statement will promptly be posted to our Web site.