Alexander
Westberry

Lpl Financial LLC

CRD#5290432
Investment Advisor
in Atlanta, GA

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About this Advisor

Alexander Westberry is a certified financial planner who works out of Atlanta, Georgia, with a total of 2 years of industry experience. Westberry is on the advisory team at Lpl Financial LLC. Over the course of their career, Westberry has held roles at Waddell & Reed, Inc, Ga Army National Guard, Various Insurance Carriers For W & R Insurance Agencies, Alexander Hilton Westberry Enterprises Inc, Catrett Casting & Associates and Lpl Financial LLC. Westberry has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and Texas. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets among its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on which service is offered. However, fees charged by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4840 Roswell Rd, Bldg C, Ste 200
Atlanta, GA 30342

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

GA Average: $646,059,043
Total Number of Employees

31,366

GA Average: 13
Total Number of Accounts

1,688,501

GA Average: 661
Average Account Size

$217,956

GA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alexander Westberry Work History

Alexander has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2017 - 2021 (4 years)

Catrett Casting & Associates

2013 - 2021 (8 years)

Alexander Hilton Westberry Enterprises Inc

2007 - 2021 (14 years)

Waddell & Reed, Inc

2007 - 2021 (14 years)

Various Insurance Carriers For W & R Insurance Agencies

2005 - 2021 (16 years)

Ga Army National Guard

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Westberry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Daniel Mehan
Chico, CA
Rebecca Chiccino
Charlestown, MA
Scott Feher
Walnut Creek, CA
Tracy Marlin
Newport Beach, CA
Joseph Praino
Purchase, NY
John Gehlhaart
Waukesha, WI
Joseph Sarbello
Sea Girt, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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