Phillip
Dickson
Hd Money, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Phillip Dickson is a financial advisor who works in Sarasota, Florida who has 8 years of industry experience. Dickson is currently employed by Hd Money, Inc. During their career, Dickson has held roles at Cd Advisory Group, Hd Money, Inc, Vimvest Securities, LLC and Vimvest Advisors. Dickson maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Florida and Texas. Hd Money, Inc is a business that has its headquarters in Sarasota, FL. The company has offices in two locations and a total of eight employees. It has $160 million in total assets among its 824 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 824 accounts, 100% are associated with high-net-worth investors who have more than $1 million in investable assets. Hd Money, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees largely depend on which service is offered. Fees billed by Hd Money, Inc likely consist of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Hd Money, Inc Brokerage Details
$160,000,000
8
824
$194,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Phillip Dickson Work History
Phillip has been registered as a financial advisor for 8 years.*
Vimvest Advisors
Vimvest Securities, LLC
Hd Money, Inc
Cd Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
