Scott Teter Email and Phone Number
Scott Teter work email
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Scott Teter personal email
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At Strategic Wealth Management, we believe wealth management is not only about where your money should go, it’s about where it can take you. Having a single shared goal of building a long term wealth management relationship. We strive to make your life easier by overseeing the day-to-day financial decisions and answering all of your questions. We offer innovative strategies, objective advice, and comprehensive guidance in assessing the wide array of available investment options. With our aggregation software you will be able to see all of your assets with updated values in one single place. This then allows us to create a living financial plan that is update in real time to make sure you are on track so you don't have to worry. You have a vision of what your life goals are, we will give you the tools and guidance to achieve them.
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Wealth Management AdvisorStrategic Wealth Management Nov 2023 - PresentSanta Barbara, California, United StatesStrategic Wealth Management a Member of Advisory Services Network,LLC specializing in fee based wealth and retirement planning. With over 36 years of independent local investment services. We strive for a holistic approach encompassing all aspect of the wealth management process. These Include, Financial planning, investment management, tax reduction, retirement income, generational planning Realestate 1031exchanges. -
Wealth ManagerChannel Wealth Jul 2020 - Nov 2023Santa Barbara County, California, United States -
Wealth ManagerAmeriflex® Financial Services Asset Custodian Sage Point Financial Services May 2017 - Aug 202015 W. Carrillo St. Suite 252 Santa Barbara Ca. 93101 805-879-7550
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PresidentStrategic Wealth Management Nov 2005 - May 201715 W. Carrillo St. Suite 252 Santa Barbara, Ca 93101Strategic Wealth Management was a Registered Investment Advisory firm, specializing in fee based fudiciary wealth management. We specialize in retirement and wealth planning. With over 36 years of independent local investment services, we strive for a holistic approach encompassing all aspect of the wealth management process. These Include, Financial planning, investment management, tax reduction, retirement income, generational planning Realestate 1031exchanges.
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Private Wealth ManagerLpl Financial Nov 2005 - May 2017Strategic Wealth Management independent Wealth Management Advisor with LPL Financial Services. -
Vice President Financial ConsultantWells Fargo Aug 1999 - Oct 2005Investment advisor to high net worth individuals and small businesses. -
Vice President Financial AdvisorBanc Of America Investments Jan 1993 - Jul 1999 -
Financial AdvisorGlen-Fed Brokerage Services Dec 1989 - Jan 1993Santa Barbara, California, United States
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Financial AdvisorThomson Mckinnon Securities Jun 1987 - Dec 1989Santa Barbara, California, United StatesStock Broker
Scott Teter Skills
Scott Teter Education Details
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Political Science And Government
Frequently Asked Questions about Scott Teter
What company does Scott Teter work for?
Scott Teter works for Strategic Wealth Management
What is Scott Teter's role at the current company?
Scott Teter's current role is Wealth Management Advisor.
What is Scott Teter's email address?
Scott Teter's email address is sc****@****lex.com
What schools did Scott Teter attend?
Scott Teter attended University Of California, Santa Barbara.
What are some of Scott Teter's interests?
Scott Teter has interest in Skiing, Entrepreneurship, Green Technologies, Snowboarding, Cycling, Surfing, Sufing, Golf.
What skills is Scott Teter known for?
Scott Teter has skills like Wealth Management, Retirement Planning, Investment Management, Financial Advisory, Financial Planning, Securities, High Net Worth Individuals, Financial Planing, Investments.
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