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Christopher Curtis Lavelle

Thurston Springer Advisors

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About Christopher Curtis Lavelle

Christopher Curtis Lavelle is a registered representative associated with Thurston Springer Advisors. Christopher has been in the securities industry since November 2020. Christopher is currently registered in Indiana. Christopher is a Series 63, Series 7TO and SIE license holder. Christopher has been registered with Charles Schwab & Co., Inc. previously.

Firm Information

Christopher Lavelle is currently registered with Thurston Springer Advisors. Thurston Springer Advisors is an Indianapolis, Indiana-based investment advisor with approximately $1 billion - $10 billion in assets under management. They offer a range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. They serve a variety of clients, including high net worth individuals, corporations, and individuals other than high net worth. Their client base includes a significant number of individuals, and they also provide advisory services to charitable organizations. Thurston Springer Advisors participates in wrap fee programs.
Thurston Springer Advisors

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$3.96B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Lavelle’s Registration & Firm History

IN

12/02/2024 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

IN

11/13/2020 - 12/06/2023

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BC

Issued 12/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Curtis Lavelle.
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