John Benedict Proctor
Investment adviser representative at Greenwood Capital Associates, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Greenwood Capital Associates, LLCMar 2021 to now
- Greenwood CapitalMar 2021 to now
- UnemployedOct 2020 to Feb 2021
- Fisher InvestmentsMay 2018 to Sep 2020
- Northwestern Mutual Wealth Management CompanyNov 2016 to Mar 2018
- John MclaughlinJan 2016 to Mar 2018
- Northwestern Mutual Investment Services LLCJan 2016 to Mar 2018
- Ryan SaundersJan 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Greenwood Capital Associates, LLC
$1.8BAssets managed
731Clients
16Advisers
25 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
- 6592300
- Firm CRD
- 115015