Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Proctor is an investment advisor representative with Sageview Advisory Group, LLC, who has been in the industry since 2013. Angelica has a combined background in client services and investment advising, most recently serving as a Senior Client Services Associate for Sageview Advisory Group, LLC since December 2022. Angelica has experience working with a variety of clients, including high net worth individuals, corporations, and pension and profit-sharing plans. She has a strong understanding of financial planning and investment management and is committed to providing her clients with the best possible service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/03/2023 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
TX
02/22/2022 - 12/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ADDISON TX)
FL
03/01/2019 - 11/15/2021
M HOLDINGS SECURITIES, INC. (TAMPA FL)
CA
07/02/2018 - 11/29/2018
PATRICK CAPITAL MARKETS, LLC (Aliso Viejo CA)
TX
11/21/2017 - 05/17/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
TX
03/31/2016 - 09/12/2017
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
09/02/2015 - 03/28/2016
NYLIFE SECURITIES LLC (DALLAS TX)
TX
11/04/2011 - 06/12/2013
FSC SECURITIES CORPORATION (ADDISON TX)
TX
05/17/2010 - 11/03/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
01/24/2008 - 01/27/2009
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 05/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Angelica Proctor is the right advisor for you? Invested Better is here to help.
