Scott Teter

Scott Teter Email and Phone Number

Wealth Management Advisor @ Strategic Wealth Management
united states
Scott Teter's Location
Santa Barbara, California, United States, United States
About Scott Teter

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.

Scott Teter's Current Company Details
Strategic Wealth Management

Strategic Wealth Management

View
Wealth Management Advisor
united states
Employees:
32
Scott Teter Work Experience Details
  • Strategic Wealth Management
    Wealth Management Advisor
    Strategic Wealth Management Nov 2023 - Present
    Santa Barbara, California, United States
    Strategic 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.
  • Channel Wealth
    Wealth Manager
    Channel Wealth Jul 2020 - Nov 2023
    Santa Barbara County, California, United States
  • Ameriflex® Financial Services  Asset Custodian Sage Point Financial Services
    Wealth Manager
    Ameriflex® Financial Services Asset Custodian Sage Point Financial Services May 2017 - Aug 2020
    15 W. Carrillo St. Suite 252 Santa Barbara Ca. 93101 805-879-7550
  • Strategic Wealth Management
    President
    Strategic Wealth Management Nov 2005 - May 2017
    15 W. Carrillo St. Suite 252 Santa Barbara, Ca 93101
    Strategic 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.
  • Lpl Financial
    Private Wealth Manager
    Lpl Financial Nov 2005 - May 2017
    Strategic Wealth Management independent Wealth Management Advisor with LPL Financial Services.
  • Wells Fargo
    Vice President Financial Consultant
    Wells Fargo Aug 1999 - Oct 2005
    Investment advisor to high net worth individuals and small businesses.
  • Banc Of America Investments
    Vice President Financial Advisor
    Banc Of America Investments Jan 1993 - Jul 1999
  • Glen-Fed Brokerage Services
    Financial Advisor
    Glen-Fed Brokerage Services Dec 1989 - Jan 1993
    Santa Barbara, California, United States
  • Thomson Mckinnon Securities
    Financial Advisor
    Thomson Mckinnon Securities Jun 1987 - Dec 1989
    Santa Barbara, California, United States
    Stock Broker

Scott Teter Skills

Wealth Management Retirement Planning Investment Management Financial Advisory Financial Planning Securities High Net Worth Individuals Financial Planing Investments

Scott Teter Education Details

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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