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Alan Luther Miller

Investment Adviser Representative at Turtle Creek Wealth Advisors, LLC

Dallas, TXCRD #5324733Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alan Luther Miller is an investment adviser representative with Turtle Creek Wealth Advisors, LLC in Dallas, TX, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 5 firms, including Texas Capital BANK Private Wealth Advisors and Raymond James Financial Services Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Texas.

Office

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

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/2/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/3/2007
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/4/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Turtle Creek Wealth Advisors, LLCCurrent
3/29/2023 – Dallas, TX
Texas Capital BANK Private Wealth Advisors
1/4/2019 – 3/2/2022Dallas, TX
Raymond James Financial Services Advisors, Inc
1/8/2015 – 12/31/2018Dallas, TX
BOSC, Inc.
8/5/2008 – 4/19/2013Dallas, TX
J. P. Morgan Securities Inc.
11/8/2007 – 5/27/2008Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James Financial Servics,inc
    Dec 2014 – Dec 2018Dallas, TX
  2. Texas Capital BANK
    Apr 2013 – Mar 2022Dallas, TX
  3. Raymond James Financial Services Advisors Inc.
    Jan 2015 – Dec 2018Dallas, TX
  4. Chalice Capital Partners, LLC
    Jan 2019 – Mar 2022San Diego, CA
  5. Texas Capital BANK Private Wealth Advisors
    Jan 2019 – Mar 2022Dallas, TX
  6. Turtle Creek Wealth Advisors, LLC
    Mar 2023 – no end date reportedDallas, TX
  7. Miller Family Office, LLC
    Mar 2022 – Mar 2023Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Turtle Creek Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Estate planning and family governance, tax planning, portfolio design and investment management, private investments (private equity, private debt, private real estate, hedge funds, and proprietary private investments), philanthropy and concierge services, private banking, risk management, trust services, and full family office services.

Investment ManagementEstate PlanningTax PlanningCharitable GivingRisk Management
Firm areas of expertise
Multi-family OfficeInvestment AdvisoryEstate PlanningTax PlanningPortfolio ManagementPrivate InvestmentsPrivate EquityPrivate Real EstatePhilanthropyTrust ServicesPrivate Banking+7 more

Client types the firm serves

High Net WorthPooled VehiclesCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
18
Offices listed on AdvisorFinder:
4
Main office:
Dallas, TX
SEC file number:
801-127123

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 5, 2026

View full firm profile

Other advisors at Turtle Creek Wealth Advisors, LLC

Showing 12 of 18 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alan Luther Miller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Alan Luther Miller (Turtle Creek Wealth Advisors)