Fishers, IN Trade Center Dr Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

14074 Trade Center Dr Ste. 110

Fishers IN 46038-4566

Advisors at this office

3

Advisors at this office

user avatar

Derek M

Series 65, Series 63

Fishers, IN

LPL Financial

Derek Mac Farlane is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Thurston Springer and has experience in education with Butler University and Zionsville Community Schools. Mac Farlane is also registered as an insurance agent with multiple life insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Gary Z

Series 63, Series 65

Fishers, IN

LPL Financial

Gary Zent is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Zent operates Zent Bookkeeping Services, providing tax preparation and accounting services, and markets Medicare supplement and related health insurance products through Gary Zent Senior Health Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
user avatar

Robert D

Series 63, Series 65

Fishers, IN

LPL Financial

Robert Dunlap is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Dunlap teaches a course titled Retirement Planning Today through his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, research, and retirement plan consulting.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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