David Teeter

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2004 → 09/2016
  Aig Advisor Group Royal Alliance
  Redbank, NJ
• 09/2016 → 11/2016
  Wells Fargo Advisors Llc
  Red Bank, NJ
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
• 07/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Rosemary Beach, FL

Previous Registrations

• 2016-10-03 → 2022-07-21
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
• 2004-08-24 → 2016-09-30
  Osaic Wealth, Inc.
  Holmdel, NJ
  Red Bank, NJ
  Lakewood, NJ
  Holmdel, NJ
  New York, NY
• 2002-05-02 → 2004-08-23
  Legg Mason Wood Walker, Incorporated
  Shrewsbury, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-18
• S63 Uniform Securities Agent State Law Examination
  1985-03-21

Designations

• Certified Financial Planner

Other Names

• David Alexander Teeter
• David Alexander Teeter