Alyssa Proctor, financial advisor Chambersburg PA

Alyssa Proctor

CRD Number: 6018694
Current Firm: Cetera Investment Advisers LLC

Alyssa Proctor (CRD# 6018694) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chambersburg, PA and has over 11 years of experience in the finance industry. Alyssa Proctor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
F&m Trust Chambersburg, PA Jul 2018 - Current 5
Cetera Investment Services LLC St Cloud, MN Jul 2018 - Current 5
Cetera Investment Advisers LLC Chambersburg, PA Jul 2018 - Current 5
Bb&t Securities, LLC Everett, PA Jan 2018 - Jul 2018 < 1
Bb&t Investment Services, Inc. Mercersburg, PA Apr 2017 - Jul 2018 1
Mml Investors Services Chambersburg, PA May 2014 - Mar 2017 2
Mass Mutual Chambersburg, PA Apr 2014 - Mar 2017 2
Northwestern Mutual Investment Services, LLC Chambersburg, PA Apr 2012 - Apr 2014 2
Norhtwestern Mutual Life Insurance Company Chambersburg, PA Jan 2012 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Aug 2012
Contact Info for Alyssa M. Proctor
Phone Number: 888-528-2987
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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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