Scott Teter Email & Phone Number
Wealth Management Advisor @ Strategic Wealth Management
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Scott Teter Location
- Santa Barbara, CA, US
Scott Teter Work
- Wealth Management Advisor @ (November 2023 - Present)
- Wealth Manager @ (July 2020 - November 2023)
- Wealth Manager @ AmeriFlex® Financial Services Asset custodian Sage Point Financial Services (May 2017 - August 2020)
- President @ Strategic Wealth Management (November 2005 - May 2017)
- Private Wealth Manager @ (November 2005 - May 2017)
- Vice President Financial Consultant @ (August 1999 - October 2005)
- Vice President Financial Advisor @ (January 1993 - July 1999)
- Financial Advisor @ Glen-Fed Brokerage Services (December 1989 - January 1993)
- Financial Advisor @ Thomson McKinnon Securities (June 1987 - December 1989)
Scott Teter Education
- UC 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 @ UC 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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