Karla Jeannene Martin
Co-Owner/AdvisorAlign Financial Advisors, LLCCRD 7977600
About Karla Jeannene Martin
Karla Jeannene Martin is listed as Co-Owner/Advisor at Align Financial Advisors, LLC in McKinney, TX. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Align Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Karla Jeannene Martin work?
Karla Jeannene Martin is listed as Co-Owner/Advisor at Align Financial Advisors, LLC on SEC Form ADV.
How much of Align Financial Advisors, LLC does Karla Jeannene Martin own?
Form ADV reports a beneficial ownership band of 25-50%.
Align Financial Advisors, LLC
| Title | Co-Owner/Advisor |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |