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VerifiedFinancial Services· Founded 2020

Align Wealth Advisors

Align your wealth with your vision of a life well-lived. Our collaborative process empowers you to make wise financial decisions. Live your best life with clarity and confidence. Enjoy the journey! We aligned our company with the Avenue Wealth Team so our time can be spent on what matters most, our clients. We chose the Raymond James platform to provide clients with global resources and sophisticated solutions in an environment that puts clients first. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

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HeadquartersSandy Springs, United StatesEmployees5(11 to 50)Founded year2020LinkedIn profileLinkedIn

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11 to 50 range

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Top roles at Align Wealth Advisors

2 distinct titles indexed · top 2 shown.

  • 1founder and ceo
  • 1senior client service associate

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