Hd Money, Inc.

Hd Money, Inc. (CRD# 167623) is a financial advisory firm headquartered in Sarasota, FL. They manage $225,890,000 in 817 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239
https://www.hdmoneyinc.com
By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    817
    ACCOUNTS
  • Average Account Value
    $276,487
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Hd Money, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Phillip Dickson, financial advisor Sarasota FL
Phillip B. Dickson
CRD#: 5757493
3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239

Phillip Dickson (CRD# 5757493) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 9 years of experience in the finance industry.

2
Stuart Dickson, financial advisor Sarasota FL
Stuart K. Dickson
CRD#: 6481690
3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239

Stuart Dickson (CRD# 6481690) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 9 years of experience in the finance industry.

3
Mark Kennedy, financial advisor Sarasota FL
Mark J. Kennedy
CRD#: 705094
3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239

Mark Kennedy (CRD# 705094) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 43 years of experience in the finance industry.

4
Gabriel Kaufmann, financial advisor Sarasota FL
Gabriel I. Kaufmann
CRD#: 7333424
3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239

Gabriel Kaufmann (CRD# 7333424) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 3 years of experience in the finance industry.

5
Patrick Quigley, financial advisor Sarasota FL
Patrick T. Quigley
CRD#: 7629500
3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239

Patrick Quigley (CRD# 7629500) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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