RIA Intelligence

ALIGN FINANCIAL ADVISORS, LLC

CRD #333905 SEC #801-131581 MCKINNEY, TX 214-519-8750
SEC Registered
Total AUM
$61.1M
Discretionary
$56.8M
Employees
3
Clients
10
Accounts
254

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 31, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
GIVENS, LORI, BETHICO-OWNER/ADVISOR/CCOC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
MARTIN, KARLA, JEANNENEICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control
Sandt, Jeffrey, CICO-OWNER/ADVISORC Control

Registrations

Federal

IA
Jul 31, 2025 REGISTERED

Notice Filings (1)

TX

Address

6401 ELDORADO PKWY
SUITE 420
MCKINNEY, TX 75070
United States
Phone: 214-519-8750