PROCTOR FINANCIAL, INC.

PROCTOR FINANCIAL
SHERBORN, Massachusetts·2 registered advisors·CRD# 122021
SEC# 801-615960781-235-0405
01

Firm Overview

AUM
$333M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: TUITION FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROCTOR FINANCIAL, INC.

2 registered advisors
Stephen Jenkins Doucette
SHERBORN, Massachusetts
Tony Joseph Proctor
SHERBORN, Massachusetts
05

Office Locations

SHERBORN, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. PROCTOR FINANCIAL, INC. (CRD# 122021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.