Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Martin Proctor is a financial advisor with over 30 years of experience in the industry. Proctor is currently registered with LPL Financial LLC, serving clients in Illinois and Texas. Proctor has been a registered representative since 1993, holding Series 7, 63, and 65 licenses. Proctor has previously worked at Wachovia Securities, LLC, Principal Financial Securities, Inc., Hamilton Investments, Inc., and Edward D. Jones & Co., L.P. Proctor offers a range of financial planning and investment advisory services for individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2025 - Present
LPL Financial LLC (ANTIOCH IL)
IL
05/11/1998 - 11/16/2005
WACHOVIA SECURITIES, LLC (LAKE FOREST IL)
TX
09/01/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
08/23/1993 - 09/01/1994
HAMILTON INVESTMENTS, INC.
MO
02/16/1993 - 06/30/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Proctor is the right advisor for you? Invested Better is here to help.
