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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Gekiere is a financial advisor registered with Turtle Creek Wealth Advisors, LLC and has been in the industry since 1989. Lawrence Gekiere is also an Investment Advisor Representative for the firm. He is located in Dallas, Texas. Lawrence Gekiere has experience working with high-net-worth individuals, charitable organizations, and corporations or other businesses.
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
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
02/05/2015 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
TX
04/05/2010 - 02/04/2015
BOSC, INC. (DALLAS TX)
TX
03/07/2008 - 03/31/2010
SECURITIES AMERICA, INC. (ADDISON TX)
TX
08/09/2006 - 03/11/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
TX
07/14/2003 - 07/18/2006
SECURITIES AMERICA, INC. (DALLAS TX)
MA
06/28/1989 - 08/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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