CC
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Craig Conser

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
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Location

821 Ese 323 Loop, Ste 110, Tyler, TX, 75701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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 FinancialBroker
October 2025 - Present · 4 mos
Thurston Springer Advisors
October 2025 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
October 2011 - October 2025 · 14 yrs
Wells Fargo Advisors Financial Network, LLCBroker
October 2011 - October 2025 · 14 yrs
RBC Capital Markets, LLCBroker
May 2004 - October 2011 · 7 yrs 5 mos
RBC Capital Markets, LLC
May 2004 - October 2011 · 7 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 1999 - June 2004 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - June 2004 · 5 yrs 4 mos
State Registrations13 states
CACTILLAMDMONCSCTNTXUTVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.