Proctor Company

Proctor Company (CRD# 142309) is a financial advisory firm headquartered in Bellevue, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Proctor Company
Showing 1 - 3 of 3 top financial advisors.
1
Timothy E. Proctor
CRD#: 5273144
2840 Northup Way, Suite 220, Bellevue, WA 98004
93
Wealthminder
score

Timothy Proctor (CRD# 5273144) is an Investment Advisor Representative working at Proctor Company in Bellevue, WA and has over 8 years of experience in the finance industry.

2
Hue N. Tran
CRD#: 5729602
2840 Northup Way, Suite 220, Bellevue, WA 98004
90
Wealthminder
score

Hue Tran (CRD# 5729602) is an Investment Advisor Representative working at Proctor Company in Bellevue, WA and has 1 year of experience in the finance industry. Hue Tran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven W. Yun
CRD#: 5273148
2840 Northup Way, Suite 220, Bellevue, WA 98004
90
Wealthminder
score

Steven Yun (CRD# 5273148) is an Investment Advisor Representative working at Proctor Company in Bellevue, WA and has 1 year of experience in the finance industry. Steven Yun has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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