LPL Financial
39yrs
Top advisor by experience in Tewksbury
6yrs
Timothy Dick
Financial advisor at The Fiduciary Alliance
Timothy Dick has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Tewksbury, Massachusetts. Timothy has been with The Fiduciary Alliance since 2025; before that, Timothy spent three years at Dakota Wealth and a year at John Hancock Personal Financial Services. Timothy holds the CFP® designation.
One of 16 advisors with offices in Tewksbury, and one of 14 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office461 Main St, Tewksbury, MA 01876
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$268,760
Advisors at the firm49
States licensed ?1 state
Services through The Fiduciary Alliance
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowThe Fiduciary AllianceCurrent firm
- 2022 – 2025Dakota Wealth, LLCPreviously
- Dec 2020 – Apr 2022
Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Timothy
How do I contact Timothy?
Call The Fiduciary Alliance at 864-385-7999 and ask for Timothy Dick. Timothy works from the Tewksbury, MA office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Timothy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
The Fiduciary Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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