Lori Beth Mcalpin Email & Phone Number

Nashville, Tn

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Southeast Financial Credit Union and Southeast Financial Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Southeast Financial Wealth Management, and may also be employees of Southeast Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Southeast Financial Credit Union or Southeast Financial Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThe financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Alabama, United States

I provide financial planning, advice, and guidance for Family Security Credit Union and their members. We are a full service broker-dealer and offer securities, annuities, life insurance, and investment solutions to not only members but also our community.Retirement planning and long-term investing are what I enjoy most. Do you spend more money on a Saturday or Monday? When you retire, every day is Saturday! I can help you prepare for that at any age, but the sooner you start the better.Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value.Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.FR-3468273.1-0221-0323

Financial Planning and Investment Services for Family Security Credit Union members.

Decatur, Alabama Area

FSCU Investment Services for Family Security Credit Union Members• Support a financial advisor in the day-to-day operational and service needs for existing and new clients, prepare reports and presentations for client meetings, and handle all paperwork for new accounts and service requests• Promote the financial services program to credit union members and staff and educate them on services and products available• Manage advisor calendar and responsible for contacting and scheduling all client meetings and periodic reviews

Decatur, Alabama Area

• Answered/directed phone calls, greet visitors, collected monthly rent, and completed various office tasks for a commercial and residential real estate office• Prepared listing packets using NALMS for potential clients and promoted active listings via email and social media• Assisted agents with various tasks, including marketing/advertising projects, open house preparation, and necessary paperwork to service their clients’ needs

Birmingham, Alabama Area

• Provided administrative support for two financial advisors, anticipated client needs, and resolved operational issues and service requests.• Managed and updated advisors social media platforms and team website• Implemented a paperless filing system to allow the advisors to easily access all files while also making it more compliance friendly • Communicated with clients on advisors behalf, via email and mail to keep them up to date with the most relevant research and news related to their specific holdings within their portfolio• Educated clients on new account services and capabilities and provided tailored one-on-one on-boarding tutorials to explain online and mobile banking features• Prepared quarterly and annual portfolio review reports using Excel and proprietary systems• Created and executed marketing/PR campaigns, including new product introductions and existing product development

Decatur, Alabama Area

• Managed personal and professional calendar, incoming correspondence, and all travel arrangements• Processed an average of more than 100 invoices per month for three different locations and oversaw the approval process of all accounts payable.• Planned special events and parties for office staff, organized a monthly volunteer activity to promote charities in the community, and coordinated and prepared agendas/presentations for all office meetings• Created Project Sky, a marketing campaign, to promote brand awareness and increase new patients• Renegotiated payment terms with numerous of existing suppliers and oversaw the interview process of new vendors to reduce overall operating expenses.

Decatur, Alabama

My duties included: serving as a professional representative of the CEO to executive clients, investors, and boardmembers. Maintained and coordinated executive and senior management vacation, day-to-day meetings, appropriate travel visas, agendas, necessary contacts, and countryinformation. Coordinated customer facing webinars, including developing relationships withvendors, tracking customer attendance and post-webinar follow-up. Drafted meetingagendas, supplied advance materials and executed follow-up for meetings and teamconferences. Handled media and public relations inquiries. Properly routed agreements, contracts and invoices through the signature process. Created and maintained spreadsheetsusing advanced Excel functions and calculations to develop monthly reports andpresentations for top-level executives.I was able to experience high exposure and involvement in all departments and business elements; from international sales & marketing, hands on experience with acquisitions, and building &project planning for a new manufacturing facility.

Birmingham, Alabama

As a Transfer of Assets Specialist at Sterne Agee I was able to develop my financial knowledge as well as my analytical skills. I used Excel daily as well as other programs to analyze the brokerage firm's transfer of mutual funds and other financial instruments based on certain criteria and requirements.· Responsible for processing & reconciling mutual fund transfers· Responsible for processing mutual fund fail contracts· Work with Sterne Agee branches, customers to resolve issues which arise regarding ACATS.

Decatur, Alabama

As a Customer Service Representative/Administrative Assistant for Infinity Software Solutions, Inc.; a self start up Software Company that specializes in “Transportation Management Software” and focuses mainly on and in the Trucking Industry. I was responsible for performing administrative duties, supporting office activities, fielding telephone calls, filing, and faxing. I focused on customer service, client support, and prospecting new clients. My main task was to make sure the office remained organized and working efficiently, as well as strong attention to customer support and communication.•Perform administrative and office support activities for CEO•Market and field related research•I focused on customer service, client support, and prospecting new clients. •Attended Marketing and Sales Tradeshows to promote new and existing products

Tuscaloosa, Alabama

Assisted financial consultantsPrepared account reviews, seminar planningFiled and generated reports

Bs In Commerce And Business Administration, Finance; Banking And Financial Services; Economics, Banking, Corporate, Finance, And Securities Law

I was placed on the Dean's List five semesters and received a number of scholarships:Sarah H. Rodgers Scholarship, William May Lipsey.

Buisness

Activities and Societies: Phi Mu; Honor Society