Alyssa Proctor is a CFP-designated registered investment advisor, based in Chambersburg, PA, with 13 years of industry experience. Alyssa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1500 Nitterhouse Drive, Chambersburg, PA, 17201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Cetera Investment Advisers LLC
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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
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