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Timothy Charles Withers

TWIN GRYPHON ADVISORS LLC·MARSHFIELD, Massachusetts
SIE, Series 7, Series 24, Series 63ChFCClean record27 years registeredTWIN GRYPHON ADVISORS LLC
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 1598595Firm CRD# 297264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Charles Withers · MARSHFIELD, MA
Registration
CRD #1598595 · TWIN GRYPHON ADVISORS LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

TWIN GRYPHON ADVISORS LLC
Nov 2018 – present
KESTRA ADVISORY SERVICES, LLC
May 2016 – Mar 2019
MARSHFIELD, MA
NFP ADVISOR SERVICES, LLC
Apr 2016 – Sep 2016
MARSHFIELD, MA
WELLSPRING FINANCIAL ADVISORS
Jan 1999 – Dec 2004
MARSHFIELD, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · January 19, 1999
Years registered · 27
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TWIN GRYPHON ADVISORS LLC
CRD 297264 · SEC 801-129993
AUM
$108M
Regulatory assets under management
Employees
4
128 client accounts
Services offered by TWIN GRYPHON ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at TWIN GRYPHON ADVISORS LLC →
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05

Frequently Asked Questions

What services does Timothy Charles Withers offer?
Timothy Charles Withers specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Timothy Charles Withers's credentials?
Timothy Charles Withers holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Charles Withers located?
Timothy Charles Withers is based in MARSHFIELD, Massachusetts, working with TWIN GRYPHON ADVISORS LLC. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Timothy Charles Withers charge for services?
Timothy Charles Withers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWIN GRYPHON ADVISORS LLC?
TWIN GRYPHON ADVISORS LLC has approximately 4 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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