Unclaimed Profile

Alan Luther Miller

TURTLE CREEK WEALTH ADVISORS, LLC·DALLAS, Texas

SIE, Series 7, Series 9, Series 66Clean record18 years registeredTURTLE CREEK WEALTH ADVISORS, LLC

2828 N. HARWOOD STREET, DALLAS, TX 75201CRD# 5324733Firm CRD# 322998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Luther Miller · DALLAS, TX

Registration

CRD #5324733 · TURTLE CREEK WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

TURTLE CREEK WEALTH ADVISORS, LLC

Mar 2023 – present

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Jan 2019 – Mar 2022

DALLAS, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2015 – Dec 2018

DALLAS, TX

BOSC, INC.

Aug 2008 – Apr 2013

DALLAS, TX

J. P. MORGAN SECURITIES INC.

Nov 2007 – May 2008

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 66

Registration record

First registered · November 8, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TURTLE CREEK WEALTH ADVISORS, LLC

CRD 322998 · SEC 801-127123

AUM

$906M

Regulatory assets under management

Employees

496 client accounts

Services offered by TURTLE CREEK WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TURTLE CREEK WEALTH ADVISORS, LLC →

Introduction

Speak with Alan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alan Luther Miller offer?

Alan Luther Miller specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Alan Luther Miller's credentials?

Alan Luther Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Luther Miller located?

Alan Luther Miller is based in DALLAS, Texas, working with TURTLE CREEK WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Alan Luther Miller charge for services?

Alan Luther Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TURTLE CREEK WEALTH ADVISORS, LLC?

TURTLE CREEK WEALTH ADVISORS, LLC has approximately 19 employees and manages $906M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →