Timothy Dwight (CRD# 4442064) is an Investment Advisor Representative working at Fireside Capital Advisors Inc. in Dallas, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Springvest Wealth Management, Llc Dba Fireside Capital Advisors | Dallas, TX | Feb 2024 - Current | < 1 |
Fireside Capital Advisors Inc. | Dallas, TX | Jan 2019 - Current | 5 |
Springvest Wealth Management, Inc. | Fort Worth, TX | Jun 2015 - Dec 2018 | 3 |
True North Advisors, LLC | Dallas, TX | Jul 2007 - Apr 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- TX
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts373ACCOUNTS
-
Average Account Value$703,330
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
LA, TX
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