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Christopher Curtis Lavelle

5 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

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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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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Employment History
Current Registrations
Thurston Springer Advisors
December 2024 - Present · 1 yr 2 mos
Thurston Springer FinancialBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
November 2020 - December 2023 · 3 yrs 1 mo
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Curtis Lavelle - Financial Advisor | TrueAdvisor