Emily Dawson Clock
Investment adviser representative at Turtle Creek Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business
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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
16 years in the industry.
- Turtle Creek Wealth Advisors, LLCAug 2022 to now
- Chalice Capital Partners, LLCJan 2019 to Jun 2022
- Texas Capital Bank Private Wealth AdvisorsJan 2019 to Jun 2022
- Raymond James Financial Services Advisors Inc.Jun 2015 to Dec 2018
- Raymond James Financial ServicesApr 2015 to Dec 2018
- Texas Capital BankMay 2010 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6432314
- Firm CRD
- 322998