Marge Davis

Service Advisor and Compliance Associate at Turtle Creek Wealth Advisors, LLC.
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Turtle Creek Wealth Advisors, LLC
    • Financial Services
    • 1 - 100 Employee
    • Service Advisor and Compliance Associate
      • Jun 2023 - Present

      Dallas, Texas I simplify the process for transitioning and managing your accounts by focusing on extraordinary service and understanding your specific needs.

  • Texas Capital
    • United States
    • Banking
    • 700 & Above Employee
    • Risk and Compliance Officer, PWA
      • Jul 2022 - Jun 2023

      Dallas, TX

    • Compliance & Administration Manager, TCBPWA
      • Feb 2015 - Oct 2022

      75201

  • Kingswood Capital Partners, LLC at Texas Capital Bank
    • Registered Representative,
      • Jan 2019 - Jun 2023

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Representative
      • Feb 2015 - Dec 2018

      Dallas/Fort Worth Area

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Sales Assistant
      • Sep 2014 - Oct 2014

      Lubbock, Texas Area

  • First Capital Bank
    • Branch Manager
      • Feb 2012 - May 2014

      Lubbock, Texas Area

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Regional Director
      • Apr 2004 - Jan 2012

      33716

Education

  • Canisius College
    Bachelor of Arts - BA, English and Business Administration
    1979 - 1983

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