Brandon Proctor, financial advisor Dundee MI

Brandon Proctor

CRD Number: 7494317
Current Firm: Commonwealth Financial Network

Brandon Proctor (CRD# 7494317) is an Investment Advisor Representative working at Commonwealth Financial Network in Dundee, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Village Wealth Management Dundee, MI Mar 2024 - Current < 1
Commonwealth Financial Network Waltham, MA Mar 2024 - Current < 1
Village Wealth Management Dundee, MI Dec 2021 - Current 2
Indy Jet Greenfield, IN Jan 2020 - Current 4
Commonwealth Financial Network Waltham, MA Dec 2021 - Mar 2024 2
Doodles Of Cali New Palestine, IN Jun 2019 - Mar 2024 4
Jet Linx Indianapolis, IN Mar 2016 - Jan 2020 3
Dubois County Flight Services Huntingburg, IN Jan 2000 - Mar 2016 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Brandon R. Proctor
Phone Number: 781-736-0700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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