Phillip
Dickson

Hd Money, Inc

CRD#5757493
Investment Advisor
in Sarasota, FL

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About this Advisor

Phillip Dickson is a financial advisor based in Sarasota, Florida, working with Hd Money, Inc. Phillip has previously held positions at Cd Advisory Group, Hd Money, Inc, Monorail Securities, LLC, and Vimvest Advisors. Phillip has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Phillip is part of Hd Money, Inc, which operates out of Sarasota, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $225.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Hd Money, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3322 Bee Ridge Road Suite 200
Sarasota, FL 34239

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Hd Money, Inc Brokerage Details

Total Assets Under Management

$225,890,000

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

817

FL Average: 2,474
Average Account Size

$276,487

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Phillip Dickson Work History

2018 - Present (6 years)

Vimvest Advisors

2016 - Present (8 years)

Monorail Securities, LLC

2015 - Present (9 years)

Hd Money, Inc

2008 - 2018 (10 years)

Cd Advisory Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Phillip Dickson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hd Money, Inc

Patrick Quigley
Sarasota, FL
Phillip Dickson
Sarasota, FL
Gabriel Kaufmann
Sarasota, FL
Stuart Dickson
Sarasota, FL
Mark Kennedy
Sarasota, FL
Thomas Pellegrino
Sarasota, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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