Proctor Financial

Proctor Financial (CRD# 122021) is a financial advisory firm headquartered in Sherborn, MA. They manage $332,822,197 in 854 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
18 N. Main Street, Sherborn, MA 01770
http://www.proctorfinancial.com
By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    854
    ACCOUNTS
  • Average Account Value
    $389,722
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Proctor Financial
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Doucette, financial advisor Wellesley MA
Stephen J. Doucette
CRD#: 3212789
66 Central St, Wellesley, MA 02482

Stephen Doucette (CRD# 3212789) is an Investment Advisor Representative working at Proctor Financial in Wellesley, MA and has over 24 years of experience in the finance industry.

2
Tony Proctor, financial advisor Wellesley MA
Tony J. Proctor
CRD#: 2352599
66 Central St, Wellesley, MA 02482

Tony Proctor (CRD# 2352599) is an Investment Advisor Representative working at Proctor Financial in Wellesley, MA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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