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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

TitleCo-Owner/Advisor
Ownership25-50%
Control personYes
Since2024