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Bergouhy Rose Campbell

PFS Investments Inc.

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About Bergouhy Rose Campbell

Bergouhy Rose Campbell is a financial advisor who has been in the industry since 1990. Bergouhy is currently registered with PFS Investments Inc. and is located in Cornelius, NC. Previously, Bergouhy worked at several firms including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Bergouhy holds Series 65, Series 63, Series 7, Series 1 and SIE licenses. Bergouhy's specializations include investment advisory services.

Firm Information

Bergouhy Campbell is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bergouhy Campbell’s Registration & Firm History

NC

03/24/2022 - Present

PFS Investments Inc. (CORNELIUS NC)

NJ

07/19/2017 - 05/28/2019

WELLS FARGO CLEARING SERVICES, LLC (MOORESTOWN NJ)

NJ

12/11/2015 - 07/12/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)

NJ

01/24/2013 - 12/14/2015

PFS INVESTMENTS INC. (EAST WINDSOR NJ)

NJ

07/16/2010 - 01/05/2011

WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE NJ)

NJ

12/15/2005 - 04/27/2010

PFS INVESTMENTS INC. (EAST WINDSOR NJ)

NJ

07/19/1999 - 12/31/2003

INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)

NH

03/18/1994 - 12/31/1997

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

MA

05/03/1990 - 07/02/1992

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

03/18/1980 - 07/02/1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

03/18/1980 - 09/19/1989

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 02/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bergouhy Rose Campbell.
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