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Emily Dawson Clock

Turtle Creek Wealth Advisors, LLC

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About Emily Dawson Clock

Emily Clock is an investment advisor representative with Turtle Creek Wealth Advisors, LLC located in DALLAS, TX. Emily has been in the industry since 2015. Emily is registered with the state of Texas. Prior to her current role, Emily was a financial advisor with KINGSWOOD CAPITAL PARTNERS, LLC, and RAYMOND JAMES FINANCIAL SERVICES, INC.. Emily holds the Series 66, Series 7, and SIE securities licenses. Emily focuses on providing services to charitable organizations, high-net-worth individuals, corporations, and pooled investment vehicles.

Firm Information

Emily Clock 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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Emily Clock’s Registration & Firm History

TX

03/01/2023 - Present

Turtle Creek Wealth Advisors, LLC (DALLAS TX)

TX

01/02/2019 - 06/24/2022

KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)

TX

02/17/2015 - 12/31/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)

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Licenses & Designations

BOTH

Issued 04/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Dawson Clock.
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