Timothy Withers (CRD# 1598595) is an Investment Advisor Representative working at Twin Gryphon Advisors LLC in Marshfield, MA and has over 37 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twin Gryphon Advisors LLC | Marshfield, MA | Jul 2018 - Current | 5 |
| Wellspring Financial Advisors | Needham, MA | Apr 1996 - Current | 28 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2019 - Jun 2020 | 1 |
| Kestra Investment Services, LLC | Marshfield, MA | May 2016 - Mar 2019 | 2 |
| Kestra Advisory Services, LLC | Marshfield, MA | May 2016 - Mar 2019 | 2 |
| Nfp Securities Inc. | Austin, TX | Jul 2000 - Apr 2016 | 15 |
| Wellspring Finanical Inc. | Marshfield, MA | Sep 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
- MA
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$842,889
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.