Brian Proctor, financial advisor New Philadelphia OH

Brian Proctor

CRD Number: 3169174
Current Firm: Commonwealth Financial Network

Brian Proctor (CRD# 3169174) is an Investment Advisor Representative working at Commonwealth Financial Network in New Philadelphia, OH and has over 15 years of experience in the finance industry.

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Commonwealth Financial Network
Professional Designations
Company Name Location Dates Years
Mapp Investment Service, LLC New Philadelphia, OH Apr 2017 - Current 6
Commonwealth Financial Network Waltham, MA Dec 2007 - Current 16
Pipes Insurance Services, Ltd New Philadelphia, OH Dec 2007 - Current 16
Investment Partners Ltd Investment Partners Ltd, OH Dec 2007 - Apr 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Brian P. Proctor
Phone Number: 781-736-0700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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