Timothy Dwight, financial advisor Fort Worth TX
96 score

Timothy Dwight

CRD 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 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Springvest Wealth Management, Inc. Fort Worth, TX Jun 2015 - Current 1
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
Contact Info for Timothy L. Dwight
Phone Number: 817-789-7378
Registered State(s):
  • TX
Current Firm Details
Springvest Wealth Management, Inc.
Firm's CRD Number: 269976
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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