Tyler
Teter
Lifeway Financial Corporation
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About this Advisor
Tyler Teter is a financial advisor based in Plano, Texas, working with Lifeway Financial Corporation. Tyler has previously held positions at City Bank, Texas Tech University, Metlife Securities, Fusion Capital Management, Hilltop Securities, Inc, Charles Schwab & Co., Inc, and Lifeway Financial Corporation. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Tyler is part of Lifeway Financial Corporation, which operates out of Plano, Texas. The firm has 6 employees and manages assets totaling $296.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Lifeway Financial Corporation includes asset-based and fixed fees.
Certifications and Registrations
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Lifeway Financial Corporation Brokerage Details
$296,785,878
6
455
$652,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tyler Teter Work History
Lifeway Financial Corporation
Charles Schwab & Co., Inc
Hilltop Securities, Inc
Fusion Capital Management
Metlife Securities
City Bank
Texas Tech University
Disclosures
Please visit the SEC profile of Tyler Teter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifeway Financial Corporation
Plano, TX
Plano, TX
Plano, TX
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