Angelica
Proctor
Sageview Advisory Group, LLC
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About this Advisor
Angelica Proctor is a financial advisor based in Newport Beach, California, working with Sageview Advisory Group, LLC. Angelica has previously held positions at Austin Avenue Grill And Sports Bar, Affirmative Insurance, Ny Life, 1St Global Research And Consulting, Provasi Capital, Nelson Partners Student Housing, LLC, Thomas Financial, Scott Sweet, Northwestern Mutual Investment Services, LLC, Sageview Advisory Group, LLC, Cetera Advisor Networks, and Northwestern Mutual Wealth Management Company. Angelica has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Angelica is part of Sageview Advisory Group, LLC, which operates out of Newport Beach, California. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Angelica Proctor Work History
Cetera Advisor Networks
Sageview Advisory Group, LLC
Scott Sweet
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Scott Sweet
Thomas Financial
Nelson Partners Student Housing, LLC
Provasi Capital
1St Global Research And Consulting
Affirmative Insurance
Ny Life
Austin Avenue Grill And Sports Bar
Disclosures
Please visit the SEC profile of Angelica Proctor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
