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.

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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
    1,507
    MILLIONS
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $1,530,449
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

AL, FL, GA, LA, NC, SC, TX, VA

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