Timothy C. Thurston

ACCELERATE RETIREMENT

Dallas, TX 75204

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CRD#: 1704102

Professional summary

Timothy Christopher Thurston, AIF®, who also goes by Tim Thurston, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Dallas, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Timothy has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Thurston

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Christopher Thurston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 18, 2023 - Present

ACCELERATE RETIREMENT

Office #1: 3232 Mckinney Avenue Suite 500, Dallas, TX 75204

RIA

CRD#: 325859

Dallas, TX

Past

December 14, 2022 - July 6, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

Dallas, TX

Past

July 8, 2019 - December 7, 2022

BALEFIRE, LLC

RIA

CRD#: 168733

DALLAS, TX

Past

July 5, 2019 - June 3, 2021

LPL FINANCIAL LLC

CRD#: 6413

DALLAS, TX

Past

February 16, 2018 - April 5, 2019

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

RIA

CRD#: 290090

Dallas, TX

Past

January 6, 2015 - March 31, 2018

IPS ADVISORS

RIA

CRD#: 172840

DALLAS, TX

Past

January 2, 2015 - April 26, 2019

LION STREET FINANCIAL, LLC

CRD#: 165828

Dallas, TX

Past

May 3, 2007 - January 2, 2015

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DALLAS, TX

Past

April 5, 2007 - January 2, 2015

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DALLAS, TX

Past

May 28, 2003 - December 31, 2005

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PLANO, TX

Past

May 23, 2003 - December 31, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 23, 2003 - December 31, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

June 7, 2002 - February 28, 2003

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/27/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/6/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Timothy C. Thurston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Christopher Thurston's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE RETIREMENT ADVISORY

BALEFIRE, LLC

LPL FINANCIAL LLC

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.

IPS ADVISORS

LION STREET FINANCIAL, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2003

Series 63

Date: 6/7/2002

SIE

Date: 10/1/2018

Series 6

Date: 6/6/2002

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

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