Alexander Hilton Westberry

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2007 → 07/2021
  Waddell & Reed, Inc
  Sandy Springs, GA
• 05/2005 → 07/2021
  Ga Army National Guard
  Dalton, GA
• 03/2007 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Smyrna, GA
• 07/2013 → 07/2021
  Alexander Hilton Westberry Enterprises Inc
  Smyrna, GA
• 08/2017 → 07/2021
  Catrett Casting & Associates
  Atlanta, GA
• 07/2021 → Present
  Lpl Financial Llc
  Sandy Springs, GA
• 01/2017 → Present
  Army Reserves
  Birmingham, AL

Previous Registrations

• 2007-05-04 → 2021-07-21
  Waddell & Reed
  Alpharetta, GA
  Atlanta, GA
  Charleroi, PA
  Sandy Springs, GA

Other Businesses

1) 7/2021- ALEXANDER WESTBERRY - Piedmont Insurance Brokerage - Non-Variable Insurance- Agent- Inv. related- Sandy Springs, GA- start date 2007- 5hrs/mth 2) 7/2021- Resonance Wealth Management, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Sandy Springs, GA- start date 2020 3) 7/2021- US Army Reserve- Outside/W-2 Employment- non-inv. related- Birmingham, AL - start date 2021 4) 11/28/2023 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Started: 11/15/2023 - 0 Hrs/Mo

Exams

• S66 Uniform Combined State Law Examination
  2007-05-02

Designations

• Certified Financial Planner

Other Names

• Alex Westberry