Rebecca Gill

LPL Financial -Dunlap Gill Wealth Management Group, Inc

Cortez, FL 34215

317-770-2266

About LPL Financial -Dunlap Gill Wealth Management Group, Inc

Welcome to Dunlap Gill Wealth Management Group. Through our website, we hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial fitness. We're here to help educate you about the basic concepts of wealth coaching and wealth management.

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General Information

Firm Start Year

1926

CRD#

3168794

Firm CRD#

6413

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Chief Operating Officer Dunlap Gill Wealth Management Group, Inc. Dec 2013 - Present · 12 yrs 4 mos 14074 Trade Center Drive, Suite 110, Fishers, IN 46038

Practice developer focusing on building client relationships and planning based money management.

Assisting business owners and individuals with defining their goals and the essential planning that takes place in managing their wealth.

Specializing in assisting individuals experiencing a life transition such as career change, divorce, or widowhood.

Our company offers a full range of planning services including:

" Portfolio Analysis " Investment Planning " Retirement and Social Security Planning " Estate Planning " Education Planning " Insurance Planning " Income Tax Planning

Qualifications & Membership

Certifications, Accreditations & Designations

CPA, PFS^™

Firm Information

Total Assets Under Management by Advisor

$72 Million

Education

Bachelor of Science - Accounting and Marketing

Ball State University
1989 -1992

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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