R. Alan Chase
Investment adviser representative at Thurston Springer Advisors
11 yearsExperience
1 stateRegistered in
$6BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Thurston Springer AdvisorsNov 2020 to now
- Thurston Springer Miller Herd & TitakJul 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Thurston Springer Advisors
Legal name: Thurston Springer Advisors, LLC
$6BAssets managed
4,694Clients
99Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5288069
- Firm CRD
- 299201