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Tony Joseph Proctor

PROCTOR FINANCIAL, INC.·SHERBORN, Massachusetts
Unclaimed Profile
18 N. MAIN STREET, SHERBORN, MA 01770CRD# 2352599Firm CRD# 122021
01

About

Tony Joseph Proctor is a registered financial advisor based in SHERBORN, Massachusetts, affiliated with PROCTOR FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PROCTOR FINANCIAL, INC.
PROCTOR FINANCIAL
AUM
$333M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PROCTOR FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: TUITION FEES
Regulatory
SEC/IARD CRD# 2352599
Firm CRD# 122021
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tony Joseph Proctor offer?
Tony Joseph Proctor specializes in Financial Planning, Investment Management. Contact their office in SHERBORN, Massachusetts for a consultation.
What are Tony Joseph Proctor's credentials?
Tony Joseph Proctor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Joseph Proctor located?
Tony Joseph Proctor is based in SHERBORN, Massachusetts, working with PROCTOR FINANCIAL, INC.. Their office serves clients in the SHERBORN metropolitan area and surrounding communities.
How does Tony Joseph Proctor charge for services?
Tony Joseph Proctor'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 in SHERBORN
Stephen Jenkins Doucette — PROCTOR FINANCIAL, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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