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Stephen Jenkins Doucette

PROCTOR FINANCIAL, INC.·SHERBORN, Massachusetts
Series 7, Series 63Clean record26 years registeredPROCTOR FINANCIAL, INC.
18 N. MAIN STREET, SHERBORN, MA 01770CRD# 3212789Firm CRD# 122021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Jenkins Doucette · SHERBORN, MA
Registration
CRD #3212789 · PROCTOR FINANCIAL, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

PROCTOR FINANCIAL
Jan 2005 – present
LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC
Oct 2004 – Nov 2005
LEXINGTON, MA
LEXINGTON ADVISORS
Dec 2003 – Dec 2004
LEXINGTON, MA
WINGATE FINANCIAL CORP
Feb 2000 – Oct 2003
LEXINGTON, MA
WINGATE PLANNING CORP
Feb 2000 – Oct 2003
LEXINGTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 4, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROCTOR FINANCIAL, INC.
CRD 122021 · SEC 801-61596
AUM
$333M
Regulatory assets under management
Employees
10
854 client accounts
Services offered by PROCTOR FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PROCTOR FINANCIAL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Stephen Jenkins Doucette offer?
Stephen Jenkins Doucette specializes in Financial Planning, Investment Management. Contact their office in SHERBORN, Massachusetts for a consultation.
What are Stephen Jenkins Doucette's credentials?
Stephen Jenkins Doucette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Jenkins Doucette located?
Stephen Jenkins Doucette is based in SHERBORN, Massachusetts, working with PROCTOR FINANCIAL, INC.. Their office serves clients in the SHERBORN metropolitan area and surrounding communities.
How does Stephen Jenkins Doucette charge for services?
Stephen Jenkins Doucette's firm is compensated through percentage of aum, subscription fees, other: tuition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROCTOR FINANCIAL, INC.?
PROCTOR FINANCIAL, INC. has approximately 10 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROCTOR FINANCIAL, INC.

Tony Joseph Proctor
SHERBORN, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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