SP
SP

Scott Proctor

12 Years of Experience
Stuart, FL
BrokerSells Insurance

Scott Proctor is a registered investment advisor, based in Stuart, FL, with 12 years of industry experience.

Location

33 Flagler Ave, Stuart, FL, 34994

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Scott manages a hunting lease (High and Tight LLC) and is president of a children's charity (M.E.S. Team Foundation). He also works as a financial advisor for Level Four Advisory Services and Level Four Financial, and is an agent for Level Four Insurance Agency selling insurance products.

Employment History
Current Registrations
Level Four Financial, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Level Four Advisory Services
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
September 2017 - December 2020 · 3 yrs 3 mos
Morgan Stanley
June 2014 - September 2017 · 3 yrs 3 mos
Morgan StanleyBroker
February 2014 - September 2017 · 3 yrs 7 mos
State Registrations14 states
FLGAILINMINCNJNVNYSCSDTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Scott Proctor - Financial Advisor | TrueAdvisor