Timothy
Dick
Dakota Wealth, LLC
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About this Advisor
Timothy Dick is a financial advisor based in Palm Beach Gardens, Florida, working with Dakota Wealth, LLC. Timothy has previously held positions at John Hancock, John Hancock Investment Management Distributors LLC, Seaport Global Holdings LLC, Keybanc Capital Markets, Boardwalk Inn & Cafe, Tyngsborough Public Schools, Eastern Massachusetts Lacrosse Officials Association, Student, and Dakota Wealth, LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Timothy is part of Dakota Wealth, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$5,334,134,989
84
9,720
$548,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Timothy Dick Work History
Dakota Wealth, LLC
John Hancock
John Hancock Investment Management Distributors LLC
Seaport Global Holdings LLC
Student
Keybanc Capital Markets
Student
Boardwalk Inn & Cafe
Student
Tyngsborough Public Schools
Student
Eastern Massachusetts Lacrosse Officials Association
Disclosures
Please visit the SEC profile of Timothy Dick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dakota Wealth, LLC
Akron, OH
Akron, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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