Katherine Taylor Stevick

Employer firm

Align Financial Planning CRD 324318

$2.77M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 09/2020
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 08/2014 → 09/2020
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 08/2014 → 09/2020
  First Command Advisory Services
  Fort Worth, TX
• 10/2020 → 02/2023
  Mml Investors Services Llc
  Fayetteville, NC
• 10/2020 → 02/2023
  Massmutual Life Insurance Co
  Fayetteville, NC
• 03/2023 → Present
  Align Financial Planning Llc
  Fayetteville, NC

Previous Registrations

• 2020-11-03 → 2023-02-09
  Mml Investors Services, Llc
  Raleigh, NC
  Fayetteville, NC
  Fayetteville, NC
• 2015-12-15 → 2020-11-04
  First Command Advisory Services
  Fort Worth, TX
  Fayetteville, NC
  Fort Worth, TX
• 2014-06-16 → 2015-12-15
  First Command Brokerage Services, Inc.
  Fayetteville, NC
  Fayetteville, NC
  Fayetteville, NC

Other Businesses

NAME: THE MACPHERSON HOUSE INV REL: N ADDR: 701 HAY STREET FAYETTEVILLE NC 28301 NATURE: OTHER: BED & BREAKFAST AND EVENT SPACE POSITION: OWNER/MANAGING MEMBER START: 11/09/2019 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 15.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-14
• S63 Uniform Securities Agent State Law Examination
  2014-03-27

Other Names

• Katherine Taylor Johnson
• Katy Taylor Johnson
• Katy Taylor Stevick