John Proctor, financial advisor Greenville SC

John Proctor

CRD Number: 6592300
Current Firm: Greenwood Capital Associates, LLC

John Proctor (CRD# 6592300) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 5 years of experience in the finance industry.

Similar Advisors
Richard Abend, financial advisor Greenville SC
Richard G. Abend
CRD# 4689658
Similar Advisors
John Alexander, financial advisor Greenville SC
John C. Alexander
CRD# 4456936
Apex Capital Management LLC
Similar Advisors
Victor Alfieri, financial advisor Greenville SC
Victor J. Alfieri
CRD# 3044060
Sei Investments Management Corp
Company Name Location Dates Years
Greenwood Capital Greenwood, SC Mar 2021 - Current < 1
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
Gifted And Talented Program Montclair, NJ Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for John B. Proctor
Phone Number: 864-941-4049
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.