Alyssa M Proctor

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 03/2017
  Mass Mutual
  Chambersburg, PA
• 05/2014 → 03/2017
  Mml Investors Services
  Chambersburg, PA
• 04/2017 → 07/2018
  Bb&T Investment Services, Inc.
  Mercersburg, PA
• 01/2018 → 07/2018
  Bb&T Securities, Llc
  Everett, PA
• 07/2018 → Present
  F&M Trust
  Chambersburg, PA
• 07/2018 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2018 → Present
  Cetera Investment Advisers Llc
  Chambersburg, PA

Previous Registrations

• 2018-01-02 → 2018-06-25
  Bb&T Securities, Llc
  Charlotte, NC
  Mercersburg, PA
  Severna Park, MD
  Everett, PA
• 2017-04-03 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Mercersburg, PA
  Severna Park, MD
  Everett, PA
• 2015-02-11 → 2017-04-05
  Mml Investors Services, Llc
  Chambersburg, PA
  Chambersburg, PA

Other Businesses

1. CLIENT RELATIONSHIP MANAGEMENT IN TRUST AND INVESTMENT SERVICES AT F&M TRUST; MANAGE CLIENT RELATIONSHIP, DETERMINE GOALS AND OBJECTIVE AND COMPLETE REVIEWS; 2. PAYROLL AND BOOKEEPING OF SPOUSE'S BUSINESS; MOUNTAIN RIDGE LANDSCAPING 3. OWNER OF PRO 5 HOLDINGS LLC; OWNS PROPERTY THAT RENTS TO A BUSINESS FOR THEIR SHOP

Exams

• S66 Uniform Combined State Law Examination
  2014-11-21
• S63 Uniform Securities Agent State Law Examination
  2012-08-13

Designations

• Certified Financial Planner

Other Names

• Alyssa Marie Bender