Scott Teter (CRD# 1712630) is an Investment Advisor Representative working at Advisory Services Network in Santa Barbara, CA and has over 36 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Tampa, FL | May 2024 - Current | < 1 |
| Advisory Services Network, LLC | Atlanta, GA | Dec 2023 - Current | < 1 |
| Channel Wealth, LLC | Santa Barbara, CA | Oct 2022 - Dec 2023 | 1 |
| Sagepoint Financial, Inc. | Santa Barbara, CA | May 2017 - Oct 2022 | 5 |
| Independent Financial Partners | Santa Barbara, CA | Apr 2015 - May 2017 | 2 |
| Lpl Financial LLC | Santa Barbara, CA | Nov 2005 - May 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- CA
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Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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