Timothy Christopher Thurston

Employer firm

Accelerate Retirement CRD 325859

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 01/2018
  Ips Advisors Inc
  Dallas, TX
• 02/2018 → 04/2019
  Hub International Investment Advisory Services Inc.
  Concord, CA
• 06/2019 → 12/2022
  Visionpoint Advisory Group, Llc
  Dallas, TX
• 07/2019 → 06/2021
  Lpl Financial, Llc
  Dallas, TX
• 12/2022 → 07/2023
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 06/2023 → Present
  Accelerate Retirement
  Aliso Viejo, CA

Previous Registrations

• 2022-12-14 → 2023-07-06
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
  Dallas, TX
• 2019-07-08 → 2022-12-07
  Balefire, Llc
  Dallas, TX
• 2018-02-16 → 2019-04-05
  Hub International Investment Advisory Services Inc.
  Dallas, TX
  Dallas, TX
  Concord, CA
• 2015-01-06 → 2018-03-31
  Ips Advisors
  Dallas, TX
• 2007-05-03 → 2015-01-02
  Kestra Investment Services, Llc
  Dallas, TX
• 2003-05-28 → 2005-12-31
  Msi Financial Services, Inc.
  Plano, TX

Other Businesses

1. 7/3/2019 - COMMUNITY NORTH BAPTIST CHURCH - Not Investment Related - 2500 Community Avenue, McKinney, TX 75071 - Outside/W-2 Employment - Minister of Music - Started 2017 - 16 Hours Per Month/2 Hours During Securities Trading - Time Spent 10% - Lead music program, direct choir. 2. Insurance Agent - Mr. Thurston in his individual capacity, is a licensed insurance agent, and recommends the purchase of certain insurance products on a commission basis; non-investment related; less than 5 hours monthly which could be during market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-27
• S63 Uniform Securities Agent State Law Examination
  2002-06-07

Other Names

• Tim Thurston