Barry Proctor, financial advisor Gurnee IL

Barry Proctor

CRD Number: 2020802
Current Firm: Wintrust Investments

Barry Proctor (CRD# 2020802) is an Investment Advisor Representative working at Wintrust Investments in Gurnee, IL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wayne Hummer Investments Chicago, IL Nov 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Barry M. Proctor
Phone Number: 312-431-1700
Firm Website: http://www.whummer.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,553
    MILLIONS
  • Total Number of Accounts
    10,787
    ACCOUNTS
  • Average Account Value
    $1,256,412
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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