Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Vincent Lucente is an investment advisor representative with Turtle Creek Wealth Advisors, LLC. Alec is licensed in Texas. Alec has been in the industry for 8 years and has prior experience at Perella Weinberg Partners, Penn State University, GreyLion Capital, Valentia Capital, Alta Fox Capital, and Turtle Creek Wealth Advisors. Alec has passed the Series 65 exam. Alec is a Texas registered investment advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning and family governance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/19/2024 - Present
Turtle Creek Wealth Advisors, LLC (DALLAS TX)
IA
Issued 04/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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