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Justin Myers

Advisor at LPL Enterprise

Updated today

Location

Valdosta, GA

Credentials

Series 66

Industry experience

2 years

About

Justin Myers is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He also has a background in business operations at South Georgia Pecan Co. from 2005 to 2021. LPL Enterprise provides advisory services through a large network serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

Valdosta, GA

Most active in

Georgia

Work history

LPL Enterprise

2024 - Present (2 years)

The Prudential Insurance Company of America

2024 - Present (2 years)

Pruco Securities Llc

2023 - 2024 (1 year)

Cintas

2021 - 2023 (2 years)

Primerica

2021 - 2023 (2 years)

UNEMPLOYMENT

2021 - 2021 (1 year)

South Georgia Pecan Co

2005 - 2021 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Samuel H

PFS™

Valdosta, GA

Windemere Advisors, LLC

Samuel Hogan is a PFS™ credentialed advisor with over 10 years of experience, currently serving as the sole advisor at Windemere Advisors, LLC. He previously worked at Ashworth Sullivan Wealth Management Group and has maintained his own CPA practice since 2001. Hogan is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for various trusts. Windemere Advisors, LLC is a small independent firm providing discretionary portfolio management, financial planning, and third-party adviser selection primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and a long-term trading approach, managing approximately $23.8 million across 42 accounts with tailored investment policy statements and regular portfolio reviews.

Wealth management
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Cristie D

Series 65

Valdosta, GA

UL Wealth LLC

Cristie Dasher is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining UL Wealth, she worked at Prime Properties Services LLC for eight years and was employed at Valwood School for two years. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm focuses on discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios with an emphasis on ETFs and diversified strategies tailored to client objectives.

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Thomas W

Series 65

Valdosta, GA

UL Wealth LLC

Thomas Walker is a financial advisor at UL Wealth LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at S&J Water Residual, Griffin Chrysler Dodge, and Fisherman Inc. outside the financial sector. UL Wealth LLC serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

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Michael B

Series 65

Valdosta, GA

UL Wealth LLC

Michael Browning is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2020, he worked for Vulcan Steel for 20 years. Outside of advising, he serves as president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has operated since 1994. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and consulting services, focusing on tailored portfolios that emphasize ETFs and diversified strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing
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Matthew P

Series 65

Valdosta, GA

UL Wealth LLC

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing
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Stacy B

Series 63, Series 66

Valdosta, GA

Bush Wealth Management

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Annuities
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