Richard
Jackson
Turtle Creek Wealth Advisors, LLC
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About this Advisor
Richard Jackson is a financial advisor based in Dallas, Texas, working with Turtle Creek Wealth Advisors, LLC. Richard has previously held positions at Schlindwein Associates LLC, Turtle Creek Wealth Advisors, LLC, Texas Capital Bank, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Chalice Capital Partners, LLC, and Texas Capital Bank Private Wealth Advisors. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Turtle Creek Wealth Advisors, LLC, which operates out of Dallas, Texas. The firm has 3 offices and 19 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Turtle Creek Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turtle Creek Wealth Advisors, LLC Brokerage Details
$905,623,296
19
496
$1,825,853
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Richard Jackson Work History
Turtle Creek Wealth Advisors, LLC
Chalice Capital Partners, LLC
Texas Capital Bank Private Wealth Advisors
Texas Capital Bank
Raymond James Fnancial Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Schlindwein Associates LLC
Disclosures
Please visit the SEC profile of Richard Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turtle Creek Wealth Advisors, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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