Timothy DwightCRD Number: 4442064
Current Firm: Springvest Wealth Management, Inc.
Timothy Dwight (CRD# 4442064) is an Investment Advisor Representative working at Springvest Wealth Management, Inc. in Fort Worth, TX and has over 16 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|Springvest Wealth Management, Inc.||Fort Worth, TX||Jun 2015 - Current||2|
|True North Advisors, LLC||Dallas, TX||Jul 2007 - Apr 2015||7|
|Unemployed||Fort Worth, TX||Oct 2006 - Jul 2007||< 1|
|Dyer, Robertson & Lamme, Inc.||Houston, TX||Jun 1998 - Oct 2006||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management1MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$586,347
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops