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Lori Beth Givens

ALIGN FINANCIAL ADVISORS, LLC·MCKINNEY, Texas
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6401 ELDORADO PKWY, MCKINNEY, TX 75070CRD# 6145137Firm CRD# 333905
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALIGN FINANCIAL ADVISORS, LLC
ALIGN FINANCIAL ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ALIGN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6145137
Firm CRD# 333905
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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