Scott Teter Email & Phone Number
Wealth Management Advisor @ Strategic Wealth Management
5 free lookup(s).
Scott Teter Location
- Santa Barbara, CA, US
Scott Teter Work
- 2023 - now Wealth Management Advisor @
- 2020 - 2023 Wealth Manager @
- 2017 - 2020 Wealth Manager @ AmeriFlex® Financial Services Asset custodian Sage Point Financial Services
- 2005 - 2017 President @ Strategic Wealth Management
- 2005 - 2017 Private Wealth Manager @
- 1999 - 2005 Vice President Financial Consultant @
- 1993 - 1999 Vice President Financial Advisor @
- 1989 - 1993 Financial Advisor @ Glen-Fed Brokerage Services
- 1987 - 1989 Financial Advisor @ Thomson McKinnon Securities
Scott Teter Education
- University of California, Santa Barbara
Bachelor of Arts (B.A.) (Political Science and Government)
1981 - 1984
Scott Teter Skills
- Asset Management
- Fixed-Income Investing
- Portfolio Management
- Wealth Management
- Retirement Planning
- Investment Management
- Financial Advisory
- Financial Planning
- Securities
- High Net Worth Individuals
- financial planing
Scott Teter Summary
- Scott Teter, based in Santa Barbara, CA, US, is currently a Wealth Management Advisor at Strategic Wealth Management. Scott Teter brings experience from previous roles at Channel Wealth, AmeriFlex® Financial Services Asset custodian Sage Point Financial Services, Strategic Wealth Management and LPL Financial. Scott Teter holds a 1981 - 1984 Bachelor of Arts (B.A.) in Political Science and Government @ University of California, Santa Barbara. With a robust skill set that includes Asset Management, Fixed-Income Investing, Portfolio Management, Wealth Management, Retirement Planning and more. Scott Teter has 4 emails and 4 mobile phone numbers on RocketReach.
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Top Strategic Wealth Management Employees
Scott Teter
Wealth Management Advisor
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Lisa Brooks
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Savannah, GA, US
Mel Rokeach
Strategic Partner
New York, NY, US
Wendy Neal
Accounting Specialist
Houston, TX, US
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