Lori Beth Givens
Co-Owner/Advisor/CcoAlign Financial Advisors, LLCCRD 6145137
About Lori Beth Givens
Lori Beth Givens is listed as Co-Owner/Advisor/Cco 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 Lori Beth Givens work?
Lori Beth Givens is listed as Co-Owner/Advisor/Cco at Align Financial Advisors, LLC on SEC Form ADV.
How much of Align Financial Advisors, LLC does Lori Beth Givens own?
Form ADV reports a beneficial ownership band of 25-50%.
Align Financial Advisors, LLC
| Title | Co-Owner/Advisor/Cco |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |