Unclaimed Profile

Karla Jeannene Martin

ALIGN FINANCIAL ADVISORS, LLC·MCKINNEY, Texas

Series 65Clean record1 years registeredALIGN FINANCIAL ADVISORS, LLC

6401 ELDORADO PKWY, MCKINNEY, TX 75070CRD# 7977600Firm CRD# 333905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karla Jeannene Martin · MCKINNEY, TX

Registration

CRD #7977600 · ALIGN FINANCIAL ADVISORS, LLC · 1 years registered

Brand Profile

Not yet started

Career History

ALIGN FINANCIAL ADVISORS, LLC

Dec 2024 – present

WHEAT GIVENS FINANCIAL, LLC

Sep 2024 – Oct 2024

MCKINNEY, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 6, 2024

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALIGN FINANCIAL ADVISORS, LLC

CRD 333905 · SEC 801-131581

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ALIGN FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALIGN FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Karla Jeannene Martin offer?

Karla Jeannene Martin specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.

What are Karla Jeannene Martin's credentials?

Karla Jeannene Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karla Jeannene Martin located?

Karla Jeannene Martin is based in MCKINNEY, Texas, working with ALIGN FINANCIAL ADVISORS, LLC. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.

How does Karla Jeannene Martin charge for services?

Karla Jeannene Martin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALIGN FINANCIAL ADVISORS, LLC?

ALIGN FINANCIAL ADVISORS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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