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Tyler Paul Teter

Lifeway Financial Corp.

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About Tyler Paul Teter

Tyler Paul Teter is a financial advisor at Lifeway Financial Corp. located in Plano, Texas. Tyler has been in the financial industry since 2014. Tyler specializes in Financial Planning and Portfolio Management for Individuals. Tyler has been registered with the state of Texas since 2021 and holds the Series 66, SIE, Series 57, and Series 7 licenses. Tyler has a designation as a Chartered Financial Analyst (CFA). Prior to working at Lifeway Financial Corp., Tyler worked for Charles Schwab & Co., Inc., Hilltop Securities Inc., and MetLife Securities Inc.

Firm Information

Tyler Teter is currently registered with Lifeway Financial Corp.. Lifeway Financial Corp. is an investment advisor based in PLANO, TX. The firm manages $338,870,998 in regulatory assets under management and serves individuals, including high-net-worth individuals, as well as charitable organizations. They provide financial planning and portfolio management services.
Lifeway Financial Corp.

ONE LEGACY TOWN CENTER

PLANO, TX 75024

$338.87M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tyler Teter’s Registration & Firm History

TX

04/20/2021 - Present

Lifeway Financial Corp. (PLANO TX)

TX

11/05/2018 - 05/28/2019

CHARLES SCHWAB & CO., INC. (Fort Worth TX)

TX

03/28/2017 - 10/22/2018

HILLTOP SECURITIES INC. (DALLAS TX)

TX

06/25/2015 - 01/08/2016

METLIFE SECURITIES INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2017

Series 57 - Securities Trader Exam

BC

Issued 06/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Paul Teter.
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