Amelia Proctor, financial advisor Longview TX
90 score

Amelia Proctor

CRD Number: 5908113
Current Firm: Raymond James Financial Services Advisors, Inc.

Amelia Proctor (CRD# 5908113) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Longview, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Longview, TX Jan 2012 - Current 4
Tbt Financial Services-texas Bank And Trust Longview, TX Nov 2011 - Current 5
Raymond James Financial Services Tyler, TX Sep 2011 - Current 5
J & A Proctor Investmetns Inc. Dba Christian Brothers Automotive Tyler, TX Jan 2010 - Current 6
Texas Bank & Trust Tyler, TX Jun 2007 - Current 9
Texas State Bank Tyler, TX Mar 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Amelia N. Proctor
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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