Barry Martin Proctor

Barry Martin Proctor

Gestor de Cartera-Acciones en Wintrust Investments LLC .

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Consumer Services

Perfil

Mr. Barry M.
Proctor is a Senior Vice President at Wintrust Investments LLC.
He serves as a Financial Advisor and uses his extensive investment knowledge and expertise to provide prudent and sound advice to his clients.
He concentrates on investments for individuals, pension and retirement plans for small businesses, IRAs/401(k) rollovers.
In addition, he often works in conjunction with attorneys and accountants in assisting clients with their tax and estate plans.
Mr. Proctor was employed as a Principal by Wachovia Securities, Inc. and a Senior Vice President by Wintrust Capital Management LLC.
Prior to founding the Gurnee office in 2005 and a second office in Antioch in 2009, he was employed at Wachovia Securities in Gurnee for over 12 years.
He holds FINRA Series 7, 63, and 65 Licenses, in addition to Illinois and Wisconsin Life and Variable Contracts Insurance Licenses.
He graduated from the University of Illinois at Urbana-Champaign.

Cargos activos de Barry Martin Proctor

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Gestor de Cartera-Acciones 01/11/2005
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Gestor de Cartera-Acciones 30/06/2011
Wachovia Securities, Inc. Corporate Officer/Principal -
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Formación de Barry Martin Proctor.

University of Illinois Undergraduate Degree

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Wachovia Securities, Inc.

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