Alexander Westberry, financial advisor Sandy Springs GA

Alexander Westberry

CRD Number: 5290432
Current Firm: Lpl Financial LLC

Alexander Westberry (CRD# 5290432) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy Springs, GA and has over 16 years of experience in the finance industry. Alexander Westberry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Sandy Springs, GA Jul 2021 - Current 2
Army Reserves Birmingham, AL Jan 2017 - Current 7
Catrett Casting & Associates Atlanta, GA Aug 2017 - Jul 2021 3
Alexander Hilton Westberry Enterprises Inc. Smyrna, GA Jul 2013 - Jul 2021 8
Various Insurance Carriers For W & R Insurance Agencies Smyrna, GA Mar 2007 - Jul 2021 14
Waddell & Reed, Inc. Sandy Springs, GA Feb 2007 - Jul 2021 14
Ga Army National Guard Dalton, GA May 2005 - Jul 2021 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Alexander H. Westberry
Phone Number: 704-733-3300
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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