David Scott Spika

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

• 01/2024 → Present
  Turtle Creek Wealth Advisors
  Dallas, TX
• 05/2015 → 12/2023
  Guidestone Financial Resources
  Dallas, TX

Other Businesses

Prestonwood Foundation; Board Member; Dallas, TX; Evaluates the Foundation's investments; Started Jan. 1, 2024; 1 hour per month during office hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-16

Designations

• Chartered Financial Analyst

Other Names

• David Spika