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Dennis Ray Gillard

Beacon Wealth Consultants, Inc.

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About Dennis Ray Gillard

Dennis Gillard is a financial advisor associated with Beacon Wealth Consultants, Inc., based in Winter Garden, Florida. Dennis's experience in the financial industry dates back to 2000. Prior to joining Beacon Wealth Consultants, Inc. Dennis was registered with NEXT FINANCIAL GROUP, INC., QA3 FINANCIAL CORP., and G. A. REPPLE & COMPANY. Dennis is licensed to provide advisory services in Florida. Dennis is a registered representative of Beacon Wealth Consultants, Inc.

Firm Information

Dennis Gillard is currently registered with Beacon Wealth Consultants, Inc.. Beacon Wealth Consultants, Inc. is a registered investment advisor headquartered in Roanoke, VA. The firm provides a range of services including financial planning, portfolio management, pension consulting, and estate administration. Beacon Wealth Consultants manages approximately $203.8 million in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.
Beacon Wealth Consultants, Inc.

302 WASHINGTON AVE. SW

ROANOKE, VA 24016-4312

$203.84M

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate administration, legacy coaching

Estate administration, legacy coaching

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Gillard’s Registration & Firm History

FL

05/11/2011 - Present

Beacon Wealth Consultants, Inc. (WINTER GARDEN FL)

FL

02/23/2011 - 09/05/2012

NEXT FINANCIAL GROUP, INC. (WINTER GARDEN FL)

FL

08/08/2006 - 02/11/2011

QA3 FINANCIAL CORP. (OCOEE FL)

FL

01/03/2001 - 08/09/2006

G. A. REPPLE & COMPANY (WINTER GARDEN FL)

FL

05/05/2000 - 09/18/2000

G. A. REPPLE & COMPANY (CASSELBERRY FL)

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Licenses & Designations

BC

Issued 07/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Ray Gillard.
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