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Dale Littleton Cloud

Turtle Creek Wealth Advisors, LLC

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About Dale Littleton Cloud

Dale Littleton Cloud is an Investment Advisor Representative associated with Turtle Creek Wealth Advisors, LLC. Dale has been a registered investment advisor for over 14 years. Prior to joining Turtle Creek Wealth Advisors, LLC Dale was employed by KINGSWOOD CAPITAL PARTNERS, LLC. Dale holds a Series 66 and a Series 7 licenses.

Firm Information

Dale Cloud is currently registered with Turtle Creek Wealth Advisors, LLC. Turtle Creek Wealth Advisors, LLC is a Dallas, TX-based Registered Investment Advisor with approximately $905 million in regulatory assets under management. The firm provides investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm also offers estate planning and family governance services, educational seminars, and publication of periodicals.
Turtle Creek Wealth Advisors, LLC

2828 N. HARWOOD STREET

DALLAS, TX 75201

$905.62M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning and family governance

Estate planning and family governance

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dale Cloud’s Registration & Firm History

TX

01/06/2023 - Present

Turtle Creek Wealth Advisors, LLC (DALLAS TX)

TX

01/02/2019 - 06/24/2022

KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)

TX

01/16/2015 - 12/31/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)

CO

05/08/2012 - 01/07/2015

FIRST NATIONAL CAPITAL MARKETS (BOULDER CO)

TX

10/01/2008 - 03/01/2012

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

TX

08/20/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 10/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dale Littleton Cloud.
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