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Timothy Christopher Thurston

Accelerate Retirement

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About Timothy Christopher Thurston

Timothy Thurston is a financial advisor with Accelerate Retirement. He is based in Dallas, Texas and has been in the industry for over 20 years. Timothy is dedicated to helping his clients achieve their financial goals. He specializes in retirement planning, investment management, and insurance. Timothy is a Series 6, Series 63, and Series 65 licensed advisor. He is also a registered representative of LPL Financial LLC.

Firm Information

Timothy Thurston is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Timothy Thurston’s Registration & Firm History

CA

06/18/2023 - Present

Accelerate Retirement (ALISO VIEJO CA)

TX

07/05/2019 - 06/03/2021

LPL FINANCIAL LLC (DALLAS TX)

TX

01/02/2015 - 04/26/2019

LION STREET FINANCIAL, LLC (Dallas TX)

TX

04/05/2007 - 01/02/2015

NFP ADVISOR SERVICES, LLC (DALLAS TX)

MA

05/23/2003 - 12/31/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/23/2003 - 12/31/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

IA

06/07/2002 - 02/28/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 06/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Timothy Christopher Thurston. Review regulatory record here.
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