Wells Fargo Advisors
36yrs
Top 7% by experience in Florida
42yrs
David Teeter
Financial advisor at Wells Fargo Advisors
David Teeter is a fiduciary financial advisor in Rosemary Beach, Florida, with 42 years in the industry. After 12 years at Osaic Wealth and two years at Legg Mason Wood Walker, David joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. David holds the CFP® designation.
One of 4 advisors with offices in Rosemary Beach, and one of 4 fiduciaries.
At a glance
Experience42 years (since 1985)
How that compares ?Top 3% by experience in Florida
Office5 Main St Unit 3a, Rosemary Beach, FL 32461
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2016Osaic Wealth, Inc.Previously
- 2002 – 2004Legg Mason Wood Walker, IncorporatedPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Wells Fargo Advisors at (314) 875-3000 and ask for David Teeter. David works from the Rosemary Beach, FL office.
How long has David been a financial advisor?
David has been in the industry since 1985, about 42 years. Top 3% by experience in Florida.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
30yrs
Top 17% by experience nationwide
Wells Fargo Advisors
1yr
1 years in the industry