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Phillip Bruce Dickson

Over 10 years of experience in Finance and Fin-tech. Phillip is Co-CEO and CO Founder Vimvest, LLC.

Vimvest Securities, LLC
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Sarasota

FL

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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Vimvest Securities, LLC 3 years, 3 months Jun 2016 - Present
HD Money, Inc. 4 years, 5 months Apr 2015 - Present
CD Advisory Group 11 years, 4 months May 2008 - Present

Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Vimvest Securities, LLC

Last updated on Aug. 21, 2019
    • $57.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 19K
      Accounts
    • $3.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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