David Scott Spika
Investment adviser representative at Turtle Creek Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Turtle Creek Wealth Advisors, LLCJan 2024 to now
- Guidestone Financial ResourcesMay 2015 to Dec 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (TX).
Turtle Creek Wealth Advisors, LLC
$2.8BAssets managed
140Clients
17Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2215717
- Firm CRD
- 322998