Craig Conser is a registered investment advisor at Thurston Springer Advisors, based in Tyler, TX, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
821 ESE Loop 328 Ste 110, Tyler, TX, 75701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig has a 25% ownership in Tyler TCM Investment DBA Trinity Capital Management since 2011, dedicating full-time hours. He also has a 25% ownership in Trinity Capital Management, LLC and 50% ownership in TY13 Partnership, dedicating minimal time to the former and a few hours per week to the latter.
Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Thurston Springer Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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