Semi Retired
Current
Nov 2021 - Present
AeroLeads people directory · profile
Alan Berkeley Email & Phone Number
Semi Retired
at
none
1 work email found
@lpl.com
2 phones found area 704
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
none
Role
Semi Retired
Location
Charlotte, North Carolina, United States
Who is Alan Berkeley? Overview
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Quick answer
Alan Berkeley is listed as Semi Retired based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 704, and a matched LinkedIn profile for Alan Berkeley.
Alan Berkeley previously worked as Senior Financial Representative at Lpl Financial and Retirement Specialist at Lpl Financial. Alan Berkeley holds Bachelor'S Degree, Political Science And Government from Canisius University.
Company email context
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{first}.{last}@lpl.com
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Profile bio
About Alan Berkeley
Alan Berkeley is a Financial Representative on the Investor Focused Solutions Team. He provides investment advice to LPL retail clients to help them work toward their financial goals. He began his investment career with Ameriprise Financial in 2004 and has worked for Bank of America Investment Services as well as Merrill Edge. Alan joined LPL in 2011 and is a CERTIFIED FIANANCIAL PLANNER™ Professional. He has a BA in Communications and Political Science from Canisius College.
Listed skills include Retirement Planning, Retirement, Mutual Funds, Investments, and 25 others.
Current workplace
Alan Berkeley's current company
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None
5 roles · 21 years
Alan Berkeley work experience
A career timeline built from the work history available for this profile.
Senior Financial Representative
I work together with clients to understand and meet their financial needs. I specialize in retirement planning and asset management.LPL Financial is the nation's largest Independent Broker-Dealer** As reported by Financial Planning magazine, June 1996-2019, based on total revenue.Securities and advisory services offered through LPL Financial, a Registered.
May 2014 - Jul 2022
Retirement Specialist
- Part of a team of retirement planning specialists that terminating plan participants can access for support with retirement planning and rollover services. This support includes explaining the various options available.
- Handling outbound and inbound calls with participants, Plan Advisors and Wealth Management Advisors. Process operational transactions/data input as needed.
- Research complex situations and define the actions necessary to resolve the situation. Assume ownership of the inquiry and see it through to a timely resolution.
- Actively participate in customer service training and other training to remain current with operational policies and procedures.
- Provide regular feedback to the Retirement Rollover Desk Management team to improve both the advisor experience and operational efficiencies.
- Communicate operational and financial industry policies and procedures.
Nov 2011 - Apr 2014
Retirement Help Desk Representative
Selling self-directed retirement accounts via high touch concierge service. Working directly with clients to rollover qualified retirement plans. Acting as a subject matter expert for retirement accounts.Achievements$4 million in new assets per quarter75 new accounts per quarter25 full service referrals per quarterTop 25% - incentive plan 1st and 2nd.
Nov 2006 - Nov 2011
Financial Advisor
Sold financial advice regarding life insurance, disability insurance, 529 plans, retirement and estate planning.Conducted prospecting lunch meetings350 prospecting phone calls per weekConducted in person sales meetingsDeveloped strong relationships with existing clientsPrepared detailed financial plans
2005 - 2006
~1 yr
2 education records
Alan Berkeley education
Bachelor'S Degree, Political Science And Government
Bachelor Of Arts (Ba), Political Science, Communications 2003
FAQ
Frequently asked questions about Alan Berkeley
Quick answers generated from the profile data available on this page.
What is Alan Berkeley's role at their current company?
Alan Berkeley is listed as Semi Retired.
What is Alan Berkeley's email address?
AeroLeads has found 1 work email signal at @lpl.com for Alan Berkeley.
What is Alan Berkeley's phone number?
AeroLeads has found 2 phone signal(s) with area code 704 for Alan Berkeley.
Where is Alan Berkeley based?
Alan Berkeley is based in Charlotte, North Carolina, United States.
What companies has Alan Berkeley worked for?
Alan Berkeley has worked for Lpl Financial, Merrill Edge, and Ameriprise Financial Services, Inc..
How can I contact Alan Berkeley?
You can use AeroLeads to view verified contact signals for Alan Berkeley, including work email, phone, and LinkedIn data when available.
What schools did Alan Berkeley attend?
Alan Berkeley holds Bachelor'S Degree, Political Science And Government from Canisius University.
What skills is Alan Berkeley known for?
Alan Berkeley is listed with skills including Retirement Planning, Retirement, Mutual Funds, Investments, Iras, Life Insurance, Estate Planning, and Financial Advisory.
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