Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Evans Teter is an investment advisor representative with Advisory Services Network, LLC. Scott has been in the financial services industry for 35 years. Scott's professional experience includes previous roles at Sagepoint Financial, Inc., LPL Financial LLC, Wells Fargo Investments, LLC, and Wells Fargo Securities Inc. Scott holds FINRA Series 7, 24, 63 and 65 licenses. Scott's areas of specialization include financial planning, selection of other advisors, and portfolio management for individuals. Scott currently holds registrations in California, Idaho, Nevada, Oregon, Wyoming, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/07/2025 - Present
Advisory Services Network (Santa Barbara CA)
CA
05/09/2017 - 11/01/2022
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
11/09/2005 - 05/17/2017
LPL FINANCIAL LLC (SANTA BARBARA CA)
CA
05/02/2001 - 11/14/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
03/01/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MA
07/12/1999 - 07/26/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
01/21/1993 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
04/14/1989 - 06/29/1992
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NA
09/22/1987 - 04/11/1989
THOMSON MCKINNON SECURITIES INC.
IA
Issued 10/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Teter is the right advisor for you? Invested Better is here to help.
