Privacy policy | Allegiance Financial

At Allegiance Financial Incorporated, we consider exceptional client service and the protection of personal information to be fundamental pillars of our organization. As we continue to advance and expand our suite of services, we recognize the importance our clients place on privacy, confidentiality, and responsible data stewardship. Safeguarding nonpublic personal information is not only a regulatory requirement—it is an essential component of our corporate values and operational philosophy.

To uphold these standards, Allegiance Financial Incorporated has implemented comprehensive policies, protocols, and internal controls designed to ensure the confidentiality, integrity, and security of all client information entrusted to us. This Privacy Policy outlines our ongoing commitment to maintaining the highest standards of data protection.

Information We Collect

In the standard course of providing financial services, we collect nonpublic personal information necessary to fulfill our professional obligations.

Such information may include the following categories:

1. Information You Provide Directly to Us

Collected via applications, forms, telephone conversations, face-to-face meetings, or digital submissions on our website.

Examples include:

Full name, address, and contact informationSocial Security NumberFinancial background, credit history, asset details, and related disclosures

2. Information Related to Your Transactions

Generated from your interactions with Allegiance Financial Incorporated or affiliated partners. Examples include:Account balancesTransaction recordsPayment history and account activity

3. Information Obtained from Consumer Reporting Agencies

Utilized to evaluate financial eligibility and creditworthiness. Examples include:Credit reportsCredit scoresOther data relevant to credit evaluation

4. Information Verified Through Employers or Third Parties

Collected to authenticate information you provide.

Examples include: Employment verification Income confirmation Verification of deposits or assets

5. Digital Tracking Technologies

Allegiance Financial Incorporated employs first-party cookies to assess advertising performance, track conversions, and enhance the digital user experience. These cookies may store identifiers such as UTMs or Google Click IDs.

We also use Meta Pixel to monitor website engagement and optimize advertising efforts, including audience retargeting.

No personally identifiable financial information is collected through these tracking mechanisms.

Information We Disclose

Your personal information is retained exclusively for the purpose of responding to your inquiries, processing your requests, and delivering services consistent with your instructions.

Allegiance Financial Incorporated does not disclose client information to external parties except under the following circumstances:

When necessary to fulfill the purpose for which the information was provided

When disclosure is legally required by applicable law, regulation, or judicial process

When transmitted to related entities or service partners acting on our behalf for legitimate business needs

By submitting information through our website, you provide express consent to the transmission and processing of your data in accordance with this Privacy Policy.

Allegiance Financial Incorporated enforces strict internal confidentiality standards, requiring all employees to adhere to rigorous data protection and nondisclosure protocols.

Please be advised that our website may contain links to third-party sites not governed by this Privacy Policy.

Allegiance Financial Incorporated is not responsible for the privacy practices or content of any external websites.

We reserve the right to amend or update this Privacy Policy at any time.

Any modifications will be reflected through revisions to this document.

Allegiance Financial Incorporated does not share client information with third parties for marketing or promotional purposes.