Utes Wealth Strategies
43yrs
Top advisor by experience in Antioch
34yrs
Barry Martin Proctor
Financial advisor at LPL Financial
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience nationwide
Office440 Lake Street, Antioch, IL 60002
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowLPL Financial LLCCurrent firm
- 2005 – 2025Wintrust Investments LLCPreviously
- 2003 – 2005Wells Fargo Clearing Services, LLCPreviously
Questions to ask Barry
Tailored to Barry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Barry
How do I contact Barry?
Call LPL Financial at 704-733-3300 and ask for Barry Martin Proctor. Barry works from the Antioch, IL office.
How long has Barry been a financial advisor?
Barry has been in the industry since 1993, about 34 years. Top 10% by experience nationwide.
What licenses does Barry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Barry a fiduciary?
Barry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barry paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Barry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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