Holly Whitmire has been an investment adviser representative at LifeGuide Financial Advisors since April 2018, and is not listed among the firm’s executive officers or direct owners. Holly Whitmire holds a Bachelor of Science in Business from The Pennsylvania State University.
Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA firm with $563M under management, 778 clients and 16 advisers across 3 offices, as of its September 2026 filing.
Holly Whitmire is a Lead Financial Advisor of LifeGuide Financial Advisors. She designs, creates and implements clients' Financial LifePlans. She has been in the financial services industry since 2004.
Holly Whitmire’s longest registration was 12 years at Ameriprise Financial Services, Inc. (2005–2018). Before joining LifeGuide Financial Advisors in 2018, Holly Whitmire was registered through Ameriprise Financial Services, Inc.
- – present · 8 yearsMechanicsburg, PA · Adviser representative · Firm CRD 284842
- Ameriprise Financial Services, Inc.– · 12 yearsElizabethtown, PA · Adviser representative · Firm CRD 6363
Professional designations
Listed by LifeGuide Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Holly Whitmire is registered as an investment adviser representative in Pennsylvania, since April 2018.
- PennsylvaniaSince 11 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 May 2005 |
| Series 7 | General Securities Representative Examination | 18 April 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Holly Ann Whitmire
- CRD
- 4919583
- Firm
- LifeGuide Financial Advisors · CRD 284842
- Office
- 400 W MAIN ST., Mechanicsburg, PA 17055
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeguidefa.com
Where does Holly Whitmire work?
Holly Whitmire is an investment adviser representative registered through Lifeguide Financial Advisors, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Holly Whitmire a financial advisor?
Yes. Holly Whitmire has a current investment-adviser registration in Pennsylvania, through LifeGuide Financial Advisors since April 2018.
How many years of experience does Holly Whitmire have?
Holly Whitmire has 21 years in the financial industry, since April 2005, across 2 adviser firms.
What exams has Holly Whitmire passed?
Holly Whitmire has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2005. FINRA credited Holly Whitmire with the SIE, which began in October 2018.
Where did Holly Whitmire work before LifeGuide Financial Advisors?
Before LifeGuide Financial Advisors, Holly Whitmire was registered through Ameriprise Financial Services, Inc., May 2005 to April 2018.
Where is Holly Whitmire based?
Holly Whitmire’s registered office is in Mechanicsburg, PA.
Is Holly Whitmire registered with FINRA?
No. Holly Whitmire has no current broker registration.
Is Holly Whitmire a CFP?
LifeGuide Financial Advisors lists Holly Whitmire with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Holly Whitmire’s record?
Search CRD 4919583 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Holly Whitmire’s full registration record.