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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Proctor is a financial advisor with Commonwealth Financial Network. Brian is a registered representative in 18 states and specializes in helping individuals, families, and businesses with financial planning, portfolio management, and retirement planning. Brian has over 20 years of experience in the financial services industry, and holds the Series 6, 7, and 66 licenses. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Commonwealth Financial Network, Brian was a financial advisor with MML Investors Services, Inc. in New Philadelphia, OH. Brian's previous experience also includes roles at Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC in Milwaukee, WI.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/02/2008 - Present
Commonwealth Financial Network (NEW PHILADELPHIA OH)
OH
06/27/2001 - 12/14/2007
MML INVESTORS SERVICES, INC. (NEW PHILADELPHIA OH)
WI
08/07/2000 - 05/04/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/16/2000 - 05/04/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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