Lawrence A. Gekiere

TURTLE CREEK WEALTH ADVISORS

Dallas, TX 75201

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CRD#: 1931680

Professional summary

Lawrence Arthur Gekiere Jr., who also goes by Larry Gekiere, Lawrence Arthur Gekiere Jr, Lawrence A Gekiere, Lawrence Arthur Gekiere, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in Dallas, Texas.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Lawrence has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Gekiere | Lawrence Arthur Gekiere Jr | Lawrence A Gekiere | Lawrence Arthur Gekiere

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Sundance Memory Care. Address: 5274 Northshore, Frisco, TX Nature of the Business: Real Estate Development Investment Related: Yes Start Date: 03/03/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: none. 2) Lawrence A. Gekiere. 01/01/1999. Insurance Sales/Services. Dallas, TX. 1-3 Hours per month. Commissions. 1-3 hours during trade hours. Not securities related. Sales & serving Fixed insurance products which includes term insurance, LTC, whole life, universal life-all fixed & indexed. 3) Texas Capital Bank Private Wealth Advisors; 2/1/2015; Executive Vice President; Dallas, Texas; 200 hours per month; 160 hours per month during trading hours. Yes, invesment related. Job Description: Private Client Advisor to grow the client relationship and grow the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Arthur Gekiere Jr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 1, 2023 - Present

TURTLE CREEK WEALTH ADVISORS, LLC

Office #1: 2828 N. Harwood Street Suite 1250, Dallas, TX 75201

RIA

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/26/2000

General Securities Principal Examination

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

2828 N. Harwood Street Suite 1250, Dallas, TX 75201

Mailing Address

Phone number

(214) 214-3110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TURTLE CREEK WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 1,712,227,523

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lawrence A. Gekiere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Arthur Gekiere Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

KINGSWOOD CAPITAL PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC FA, INC.

OSAIC FA, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

TURTLE CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 4/14/1989

SIE

Date: 10/1/2018

Series 7

Date: 2/2/2000

Series 6

Date: 6/27/1989

Series 24

Date: 4/26/2000

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURTLE CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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