Proctor Financial
Proctor Financial (CRD# 122021) is a financial advisory firm headquartered in Sherborn, MA. They manage $332,822,197 in 854 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management333MILLION
-
Total Number of Accounts854ACCOUNTS
-
Average Account Value$389,722
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, TX
Financial Advisors at Proctor Financial
1
Stephen Doucette (CRD# 3212789) is an Investment Advisor Representative working at Proctor Financial in Wellesley, MA and has over 25 years of experience in the finance industry.
2
Tony Proctor (CRD# 2352599) is an Investment Advisor Representative working at Proctor Financial in Wellesley, MA and has over 30 years of experience in the finance industry.
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