Stephen Jenkins Doucette
Investment adviser representative at Proctor Financial
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$382.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Proctor Financial, Inc.Jan 2005 to now
- Lexington/bridgewater Wealth Management, LLCJul 2004 to now
- Lexington AdvisorsOct 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Proctor Financial
Legal name: Proctor Financial, Inc.
$382.3MAssets managed
211Clients
2Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3212789
- Firm CRD
- 122021