John Proctor (CRD# 6592300) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenwood Capital | Greenwood, SC | Mar 2021 - Current | 3 |
| Unemployed | Southport, NC | Oct 2020 - Feb 2021 | < 1 |
| Fisher Investments | Camas, WA | May 2018 - Sep 2020 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2016 - Mar 2018 | 1 |
| Northwestern Mutual Investment Services LLC | Charlotte, NC | Jan 2016 - Mar 2018 | 2 |
| Ryan Saunders | Charlotte, NC | Jan 2016 - Mar 2018 | 2 |
| John Mclaughlin | Charlotte, NC | Jan 2016 - Mar 2018 | 2 |
| Unemployed | Charlotte, NC | Nov 2015 - Jan 2016 | < 1 |
| Aig | Charlotte, NC | Sep 2015 - Nov 2015 | < 1 |
| Unemployed | Southport, NC | May 2015 - Sep 2015 | < 1 |
| Student | Morgantown, WV | Aug 2011 - May 2015 | 3 |
| Nextgen Federal Systems | Morgantown, WV | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- SC
-
Total Assets Under Management1,495MILLIONS
-
Total Number of Accounts714ACCOUNTS
-
Average Account Value$2,094,506
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AL, AZ, CA, FL, GA, LA, NC, NY, SC, TX, VA
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