Angelica Proctor is a registered investment advisor, based in Plano, TX, with 12 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angelica works as a Senior Client Services Associate at Sageview Advisory Group, LLC, an SEC registered investment advisory firm, since 2022. This takes about a quarter of her time, including a significant portion during trading hours.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
Cetera Wealth Services, LLCBroker
Sageview Advisory Group, LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Patrick Capital Markets, LLCBroker
Provasi Capital Partners LPBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Nylife Securities LLCBroker
Fsc Securities CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.