Florida Wealth Counseling, LLC, based in DeLand, Florida, is marketed as an investment services entity that operates through the HD Vest network. While not registered as a broker-dealer or independent advisory firm, it utilizes the name to offer securities and advisory services provided by Richard Haughwout, who acts as a Registered Representative through HD Vest Investment ServicesSM* and HD Vest Advisory ServicesSM*. All financial interactions are managed via payment channels such as First Clearing, LLC for investment contributions. Florida Wealth Counseling, LLP Certified Public Accountants share office space with Florida Wealth Counseling, LLC at 145 East Rich Avenue, Suite A, DeLand, Florida, and are regulated by the Florida Board of Accountancy. It is important to note that both entities do not engage in tax or accounting supervision; such services may be offered independently by advisors associated with HD Vest. The organization operates out of New Smyrna Beach under a filing number L06000123194, incorporated on December 28, 2006. Recent updates include an LC name change event dated August 5, 2011, and the latest annual report filed on April 29, 2024.
KEY FACTS ABOUT FLORIDA WEALTH COUNSELING, LLC
-
US Businesses
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Companies in Florida
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Volusia County Companies
- Company name
- FLORIDA WEALTH COUNSELING, LLC
- Status
- Active
- Filed Number
- L06000123194
- FEI Number
- 208528596
- Date of Incorporation
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December 28, 2006
Age - 19 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://floridawealthcounseling.com
- Phones
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(972) 870-6000
(386) 736-0227
(800) 781-5014
(386) 734-8824
FLORIDA WEALTH COUNSELING, LLC NEAR ME
- Principal Address
- 424 Luna Bella Lane,
New Smyrna Beach,
FL,
32168-4685,
US
- Mailing Address
- 424 Luna Bella Ln,
NEW SMYRNA BEACH,
FL,
32168-4685,
US
See Also