Stephen Jenkins Doucette

Employer firm

Proctor Financial CRD 122021

$382M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION

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

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

Current Employers

Employment History

• 10/2003 → Present
  Lexington Advisors
  Lexington, MA
• 07/2004 → Present
  Lexington/Bridgewater Wealth Management, Llc
  Lexington, MA
• 01/2005 → Present
  Proctor Financial, Inc.
  Wellesley, MA

Previous Registrations

• 2004-10-26 → 2005-11-22
  Lexington/Bridgewater Wealth Management, Llc
  Lexington, MA
• 2003-12-18 → 2004-12-31
  Lexington Advisors
  Lexington, MA
• 2000-02-04 → 2003-10-03
  Wingate Planning Corp
  Lexington, MA
• 2000-02-04 → 2003-10-01
  Wingate Wealth Advisors, Inc.
  Lexington, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-12

Designations

• Certified Financial Planner