Timothy
Thurston

Accelerate Retirement

CRD#1704102
Investment Advisor
in Dallas, TX

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About this Advisor

Timothy Thurston is a financial advisor based in Dallas, Texas, working with Accelerate Retirement. Timothy has previously held positions at Ips Advisors Inc, Hub International Investment Advisory Services Inc, Visionpoint Advisory Group, LLC, Lpl Financial, LLC, Nfp Retirement, Inc, and Accelerate Retirement. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Timothy is part of Accelerate Retirement, which operates out of Dallas, Texas. The firm has 10 offices and 21 employees. The firm manages assets totaling $104.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Accelerate Retirement includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3232 Mckinney Avenue Suite 500
Dallas, TX 75204

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Accelerate Retirement Brokerage Details

Total Assets Under Management

$104,001,238

TX Average: $7,578,581,321
Total Number of Employees

21

TX Average: 43
Total Number of Accounts

364

TX Average: 3,727
Average Account Size

$285,718

TX Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Timothy Thurston Work History

2023 - Present (2 years)

Accelerate Retirement

2022 - 2023 (1 year)

Nfp Retirement, Inc

2019 - 2022 (3 years)

Visionpoint Advisory Group, LLC

2019 - 2021 (2 years)

Lpl Financial, LLC

2018 - 2019 (1 year)

Hub International Investment Advisory Services Inc

2007 - 2018 (11 years)

Ips Advisors Inc

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Disclosures

Please visit the SEC profile of Timothy Thurston 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 Accelerate Retirement

Jared Hollands
Matthews, NC
William Friedrich
Aliso Viejo, CA
Sara Johnson
Scottsdale, AZ
Conor Weir
Long Beach, CA
Stuart Scholten
Aliso Viejo, CA
Mark Miller
Houston, TX
Glenn Cassidy
Aliso Viejo, CA
Thomas Freismuth
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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