DT
CFP
DT
CFP

David Teeter

41 Years of Experience
Rosemary Beach, FL
Broker

David Teeter is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Rosemary Beach, FL, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5 Main St, Unit 3A, Rosemary Beach, FL, 32461

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - July 2022 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - July 2022 · 5 yrs 10 mos
Royal Alliance Associates, INC.
August 2004 - September 2016 · 12 yrs 1 mo
Royal Alliance Associates, INC.Broker
August 2004 - September 2016 · 12 yrs 1 mo
Legg Mason Wood Walker INC
May 2002 - August 2004 · 2 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2000 - August 2004 · 3 yrs 11 mos
AXA Advisors, LLCBroker
October 1999 - September 2000 · 11 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1999 - January 2000 · 3 mos
Century Securities Associates, INC.Broker
April 1998 - September 1999 · 1 yr 5 mos
The Nikko Securities CO. International, INC.Broker
February 1994 - March 1998 · 4 yrs 1 mo
Dean Witter Reynolds INC.Broker
March 1989 - February 1994 · 4 yrs 11 mos
County Natwest Government Securities, INC.Broker
August 1987 - February 1989 · 1 yr 6 mos
Swink & Company, INC.Broker
November 1986 - July 1987 · 8 mos
First Investment Securities, INC.Broker
April 1985 - November 1986 · 1 yr 7 mos
Collins Securities CorporationBroker
March 1985 - April 1985 · 1 mo
First Jersey Securities, INC.Broker
May 1984 - March 1985 · 10 mos
State Registrations5 states
CAFLNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.