Tyler Paul Teter

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 03/2017
  Fusion Capital Management
  Coppell, TX
• 03/2017 → 10/2018
  Hilltop Securities, Inc.
  Dallas, TX
• 10/2018 → 05/2019
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 05/2019 → 04/2025
  Lifeway Financial Corporation
  Plano, TX
• 04/2025 → Present
  Mercer Global Advisors Inc.
  Melissa, TX

Previous Registrations

• 2021-04-20 → 2025-04-04
  Lifeway Financial Corporation
  Plano, TX
• 2018-11-05 → 2019-05-28
  Charles Schwab & Co., Inc.
  Westlake, TX
  Fort Worth, TX
• 2017-03-28 → 2018-10-22
  Hilltop Securities Inc.
  Dallas, TX
  Dallas, TX
• 2016-03-18 → 2017-03-29
  Coppell Advisory Solutions Llc
  Coppell, TX

Other Businesses

1) INSURANCE AGENT; INVESTMENT RELATED; DALLAS, TX 75225; INSURANCE PRODUCTS; INSURANCE AGENT; 06/22/2015; 0 HOURS PER MONTH; I MAINTAIN MY TX INSURANCE LICENSE TO RENEW POLICIES AND GIVE ADVICE, BUT I AM NOT APPOINTED.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Tyler Teter