Macy Birch Teer
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
$17BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mission Wealth Management, LPJun 2025 to now
- VestiqueFeb 2023 to May 2025
- North Carolina State UniversityAug 2022 to Dec 2025
- Blue Rock Pizza & TapJan 2020 to Jul 2022
- Southwest Guilford High SchoolAug 2018 to Jun 2022
- UnemployedJan 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8212094
- Firm CRD
- 113057