Lawrence Arthur Gekiere

Employer firm

Turtle Creek Wealth Advisors, LLC CRD 322998

$2.76B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 12/2018
  Raymond James Financial Services
  Dallas, TX
• 02/2015 → 06/2022
  Texas Capital Bank
  Dallas, TX
• 02/2015 → 12/2018
  Raymond James Financial Services Advisors Inc.
  Dallas, TX
• 01/2019 → 06/2022
  Chalice Capital Partners, Llc
  San Diego, CA
• 01/2019 → 06/2022
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 07/2022 → Present
  Turtle Creek Wealth Advisors, Llc
  Dallas, TX

Previous Registrations

• 2019-01-04 → 2022-06-30
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 2015-02-06 → 2018-12-31
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2010-04-05 → 2015-02-04
  Bok Financial Securities, Inc.
  Dallas, TX
  Dallas, TX
• 2008-03-11 → 2010-03-31
  Securities America Advisors, Inc.
  Dallas, TX
  Addison, TX
• 2006-08-09 → 2008-03-11
  Osaic Fa, Inc.
  Addison, TX
• 2003-07-28 → 2006-07-18
  Securities America Advisors, Inc.
  Dallas, TX
• 2000-04-12 → 2003-08-20
  Veravest Investment Advisors, Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1989-04-14

Designations

• Chartered Financial Consultant

Other Names

• Lawrence Arthur Gekiere
• Larry Gekiere
• Lawrence A Gekiere
• Lawrence Arthur Gekiere