Unclaimed Profile

Lori Beth Givens

ALIGN FINANCIAL ADVISORS, LLC·MCKINNEY, Texas

Clean recordALIGN FINANCIAL ADVISORS, LLC

6401 ELDORADO PKWY, MCKINNEY, TX 75070CRD# 6145137Firm CRD# 333905

Profile Verification

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

Identity

Lori Beth Givens · MCKINNEY, TX

Registration

CRD #6145137 · ALIGN FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lori Beth Givens is a registered financial advisor based in MCKINNEY, Texas, affiliated with ALIGN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALIGN FINANCIAL ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALIGN FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6145137

Firm CRD# 333905

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Frequently Asked Questions

What services does Lori Beth Givens offer?

Lori Beth Givens specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.

What are Lori Beth Givens's credentials?

Lori Beth Givens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Beth Givens located?

Lori Beth Givens 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 Lori Beth Givens charge for services?

Lori Beth Givens'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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