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Eric Scott Reblin

Turtle Creek Wealth Advisors, LLC

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About Eric Scott Reblin

Eric Reblin is an investment advisor representative with Turtle Creek Wealth Advisors, LLC. He is registered with the state of Texas. Eric has over 10 years of experience in the financial services industry. He has worked for several financial institutions, including Raymond James Financial Services Advisors Inc., Texas Capital Bank and BB&T. Eric specializes in portfolio management, financial planning and estate planning. He holds a Series 65 license and is a member of the Texas Society of Certified Public Accountants. Eric is committed to providing his clients with personalized financial advice and investment management services.

Firm Information

Eric Reblin 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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Eric Reblin’s Registration & Firm History

TX

03/01/2023 - Present

Turtle Creek Wealth Advisors, LLC (San Antonio TX)

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Licenses & Designations

IA

Issued 07/11/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Scott Reblin.
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