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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Benedict Proctor is a financial advisor registered with Greenwood Capital Associates, LLC. John has been in the industry for over 10 years and is licensed to provide investment advisory services in South Carolina. His firm has offices in Greenville and Greenwood, SC.
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, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
03/04/2021 - Present
Greenwood Capital Associates, LLC (GREENVILLE SC)
NC
01/29/2016 - 03/26/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
IA
Issued 10/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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