MD
Margaret Davis
from Turtle Creek Wealth Advisors, LLC
Margaret Davis is a financial advisor based in Texas, Dallas,
with 31 years of experience. Margaret currently works for
Turtle Creek Wealth Advisors, LLC.
Margaret maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Margaret Davis works at Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors, LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $206,466,000 of assets under management and employs about 13 people. Turtle Creek Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2828 N. Harwood Street, Suite 1250, Dallas, Texas, 75201
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