AP
CFP
AP
CFP

Alyssa Proctor

13 Years of Experience
Chambersburg, PA
Broker

Alyssa Proctor is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chambersburg, PA, with 13 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1500 Nitterhouse Drive, Chambersburg, PA, 17201

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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 Activities

Alyssa manages client relationships and conducts reviews in trust and investment services at F&M Trust. She also handles payroll and bookkeeping for her spouse's landscaping business, Mountain Ridge Landscaping.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
July 2018 - Present · 7 yrs 10 mos
Cetera Investment Advisers LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - June 2018 · 5 mos
Bb&t Securities, LLCBroker
January 2018 - June 2018 · 5 mos
Bb&t Investment Services, INC.Broker
April 2017 - January 2018 · 9 mos
Bb&t Investment Services, INC.
April 2017 - January 2018 · 9 mos
MML Investors Services, LLC
February 2015 - April 2017 · 2 yrs 2 mos
MML Investors Services, LLCBroker
May 2014 - April 2017 · 2 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2012 - May 2014 · 1 yr 11 mos
State Registrations4 states
MDNCPATX
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.