Focus Partners Wealth
45yrs
Top advisor by experience in Winston Salem
9yrs
Based in Winston Salem, North Carolina, Robert Proctor is a fiduciary financial advisor with 9 years of industry experience. Robert has been with Wells Fargo Advisors since 2017. Robert holds the CFP® designation.
One of 523 advisors with offices in Winston Salem, and one of 493 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office380 Knollwood St Suite 600, Winston Salem, NC 27103
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Robert
How do I contact Robert?
Call Robert’s local office at (336) 725-2961 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Proctor.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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