LB
Lori Beth Givens
CRD 6145137
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Align Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Align Financial Advisors, Llc
Co Owner/Advisor/Cco · 25% – 50% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗