Tyler Teter, financial advisor Plano TX

Tyler Teter

CRD Number: 6487563
Current Firm: Lifeway Financial Corporation

Tyler Teter (CRD# 6487563) is an Investment Advisor Representative working at Lifeway Financial Corporation in Plano, TX and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lifeway Financial Corporation Plano, TX May 2019 - Current 4
Charles Schwab & Company, Inc. Fort Worth, TX Oct 2018 - May 2019 < 1
Hilltop Securities, Inc. Dallas, TX Mar 2017 - Oct 2018 1
Fusion Capital Management Coppell, TX Feb 2016 - Mar 2017 1
Metlife Securities Dallas, TX May 2015 - Jan 2016 < 1
City Bank Lubbock, TX May 2014 - May 2015 1
Texas Tech University Lubbock, TX Jan 2011 - May 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Tyler P. Teter
Phone Number: 972-378-3677
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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