Rebecca M. Phillips
Professional summary
Rebecca Mcdonald Phillips, CFP®, who also goes by Rebecca Mcdonald Denham, Rebecca Jane Mcdonald, is a registered financial advisor currently at DISCIPLINED EQUITY MANAGEMENT, INC. located in Atlanta, Georgia.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Rebecca has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Mcdonald Phillips's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
November 29, 2012 - Present
DISCIPLINED EQUITY MANAGEMENT, INC.
Office #1: 10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328June 25, 2009 - December 12, 2012
SUMMIT WEALTH MANAGEMENT, INC
March 20, 2003 - January 30, 2009
WORSHAM & SAMMONS WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD#: 129436 / SEC#: 801-62624
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2012)
(3/1/2023)
Current Firm
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD#: 129436 / SEC#: 801-62624
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 737 |
| AUM (Assets Under Management) | $ 389,678,684 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 04/06/2024 | ||
| 10/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
