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Credentials
Series 66
Experience Industry experience
9 years
Location
Warner Robins, GA
Synovus Securities, Inc.
Multi-team
Lirime McGuire is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Synovus entities and SunTrust affiliates since 2014 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire and utilizes both internal and Envestnet due-diligence processes to guide portfolio management.
Based on Synovus Securities, Inc.
Based on Synovus Securities, Inc.
Flat fees for financial planning engagements, typically $1,500 and up depending on complexity; flat fee arrangements for advisory accounts may also be negotiated.
$0 - $500,000: 1.40% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $0 - $500,000: 1.26% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.16% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $1,000,001 - $2,000,000: 1.06% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $2,000,001+: 0.96% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $0 - $500,000: 1.30% paid to SSI plus 0.25% to 0.35% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.20% paid to SSI plus 0.23% to 0.30% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $1,000,001 - $2,000,000: 1.10% paid to SSI plus 0.20% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $2,000,001+: 1.00% paid to SSI plus 0.15% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $0 - $500,000: 1.15% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program, minimum $15,000) $500,001 - $2,000,000: 1.05% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $2,000,001+: 0.95% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $0 - $500,000: 1.46% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program, minimum $100,000) $500,001 - $1,000,000: 1.36% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $1,000,001 - $2,000,000: 1.26% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $2,000,001+: 1.16% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $0 - $500,000: 1.40% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program, minimum $100,000) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program)
Commission-based compensation for brokerage accounts and insurance product sales.
Hourly financial planning services at rates from $150 to $300 depending on complexity and advisor experience.
Account minimum: $15,000 Minimum fee: Minimum annual fee of $500 for Variable Insurance Contract Program. Fee-only: Financial planning fees starting at $1,500 per comprehensive plan or $150 to $300 per hour depending on complexity; fees negotiable.
Warner Robins, GA
Warner Robins GA
Advisors at this office
1
Alabama · Florida · Georgia · Kentucky · Minnesota · North Carolina · South Carolina
9 years of industry experience
Pinnacle Bank
2026 - Present • 1 year
Macon, GA
Synovus Securities, Inc.
2019 - Present • 7 years
Macon, GA
Synovus bank
2019 - 2025 • 6 years
Macon, GA
Synovus Securities, Inc.
2018 - 2019 • 1 year
Macon, GA
Synovus bank
2018 - 2019 • 1 year
Macon, GA
Suntrust Investment Services, INC
2016 - 2018 • 2 years
Atlanta, GA
suntrust Bank
2014 - 2016 • 2 years
Macon/Warner Robins, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Bonaire, GA
Income Focus Advisors LLC
Brantley Whitley is the principal and managing member of Income Focus Advisors LLC, an independent advisory firm. He holds Series 63 and Series 65 credentials and has five years of industry experience, along with over a decade of prior work as a sole proprietor. Outside of his advisory role, he maintains an insurance sales practice focused on fixed life insurance products and annuities. Income Focus Advisors LLC provides discretionary asset and portfolio management services primarily to individuals and high-net-worth clients. The firm combines active and passive strategies with a focus on income, emphasizing closed-end funds and using quantitative screening and option strategies to manage portfolios tailored to clients’ goals and risk tolerances.
CFA®, Series 65
Perry, GA
Halley Hill Wealth Management LLC
Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.
Series 63, Series 65
Perry, GA
Stack Wealth Management, LLC
Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding Stack Wealth Management in 2016, he worked in the financial services industry for several years. In addition to his advisory role, he is a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services primarily to high-net-worth individuals and business entities. The firm helps clients establish relationships with third-party investment advisers and supports the onboarding process without exercising discretionary authority or direct portfolio management.
Series 65, Series 63
Warner Robins, GA
Jansson Financial Svcs
Patrick Bassett is a financial advisor at Jansson Financial Svcs with 20 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. Jansson Financial Svcs provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts using a broad range of securities, often on a discretionary basis.
Series 63, Series 65
Warner Robins, GA
Jansson Financial Svcs
Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.
CFP®, Series 63
Warner Robins, GA
Jansson Financial Svcs
Eric Jansson is a CFP® with 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.
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