ALIGN FINANCIAL ADVISORS, LLC

MCKINNEY, Texas·3 registered advisors·CRD# 333905
SEC# 801-1315813214-519-8750
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALIGN FINANCIAL ADVISORS, LLC

3 registered advisors
Jeffrey C Sandt
MCKINNEY, Texas
Karla Jeannene Martin
MCKINNEY, Texas
Lori Beth Givens
MCKINNEY, Texas
05

Office Locations

MCKINNEY, Texas
3 advisors

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Data sourced from SEC Form ADV filings. ALIGN FINANCIAL ADVISORS, LLC (CRD# 333905) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.