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Turtle Creek Wealth Advisors, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Turtle Creek Wealth Advisors, LLC office in Dallas, A to Z.
The short answer
14 registered advisors work at Turtle Creek Wealth Advisors, LLC in Dallas, out of 16 at the firm nationwide; it ranks number 61 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Turtle Creek Wealth Advisors, LLC advisors in Dallas, A to Z
Every Turtle Creek Wealth Advisors, LLC advisor →- Benjamin G. CarterInvestment adviser rep
- Emily D. ClockInvestment adviser rep
- Dale L. Cloud Jr.Investment adviser rep
- Monica EakerInvestment adviser rep
- Lawrence A. Gekiere Jr.Chartered Financial Consultant
- Richard W. JacksonCertified Financial Planner
- Gregory S. KalbInvestment adviser rep
- Alec V. LucenteInvestment adviser rep
- Morgan I. MassaInvestment adviser rep
- Alan L. MillerInvestment adviser rep
- Eryn S. MyersInvestment adviser rep
- John J. Reilly IIIChartered Financial Analyst
- David S. SpikaChartered Financial Analyst
- Wesley D. WrightChartered Financial Analyst
Turtle Creek Wealth Advisors, LLC advisors in every city and state →Turtle Creek Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Turtle Creek Wealth Advisors, LLC advisors in other cities
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65
Questions
How many financial advisors does Turtle Creek Wealth Advisors, LLC have in Dallas?
14 investment adviser representatives are registered at Turtle Creek Wealth Advisors, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Turtle Creek Wealth Advisors, LLC one of the largest advisor employers in Dallas?
Turtle Creek Wealth Advisors, LLC ranks number 61 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Turtle Creek Wealth Advisors, LLC advisor in Dallas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Turtle Creek Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.