Unclaimed Profile

David Scott Spika

TURTLE CREEK WEALTH ADVISORS, LLC·DALLAS, Texas

Series 6, Series 63Clean record2 years registeredTURTLE CREEK WEALTH ADVISORS, LLC

2828 N. HARWOOD STREET, DALLAS, TX 75201CRD# 2215717Firm CRD# 322998

Profile Verification

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

Identity

David Scott Spika · DALLAS, TX

Registration

CRD #2215717 · TURTLE CREEK WEALTH ADVISORS, LLC · 2 years registered

Brand Profile

Not yet started

Career History

TURTLE CREEK WEALTH ADVISORS, LLC

Jan 2024 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · January 24, 2024

Years registered · 2

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

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Frequently Asked Questions

What services does David Scott Spika offer?

David Scott Spika specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are David Scott Spika's credentials?

David Scott Spika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Spika located?

David Scott Spika 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 David Scott Spika charge for services?

David Scott Spika'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.

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