Darryl Louis Proctor
Professional Summary
Darryl Louis Proctor was a registered financial advisor. Darryl was a previously registered financial professional and started their career in finance 1987 - 2019. Darryl had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
BILTMORE FINANCIAL SERVICES | WIENIEWITZ FINANCIAL | WELLS FINANCIAL | VISION FINANCIAL | TRIUMPH WEALTH ADVISORS, INC. | SUNRISE FINANCIAL | STARTT PLANNING | SAVAGE CAPITAL MANAGEMENT | MCPHERSON FINANCIAL SERVICES | MATTHEWS FINANCIAL SERVICES | LEADERSHIP FINANCIAL | KOONTZ INSURANCE AND FINANCIAL | HUMPHRIS FINANCIAL SERVICES | FOCUS FINANCIAL GROUP, LLC | DIPASQUALE FINANCIAL | CP ASSOCIATES | CASON FINANCIAL | CAMERON FINANCIAL SERVICES
Contact Information
Main Address
Acworth, GAPhone Number
(770) 924-9322# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
196AUM (Assets Under Management)
$18,410,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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