Proctor Financial

Proctor Financial (CRD# 122021) is a financial advisory firm headquartered in Sherborn, MA. They manage $229,343,796 in 881 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $260,322
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
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.

FL, MA, NH, TX

Financial Advisors at Proctor Financial
Showing 1 - 2 of 2 top financial advisors.
1
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 21 years of experience in the finance industry. Stephen Doucette 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.

2
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 27 years of experience in the finance industry. Tony Proctor 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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