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Peter William Campbell

PFS Investments Inc.

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About Peter William Campbell

Peter Campbell is a financial advisor with PFS Investments Inc. located in Huntersville, North Carolina. Peter is registered to offer securities in Pennsylvania, New Jersey and North Carolina. He is also a registered investment advisor in North Carolina. Peter has been in the financial services industry since March 5, 1982, and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, and First Investors Corporation.

Firm Information

Peter 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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Peter Campbell’s Registration & Firm History

NC

03/07/2022 - Present

PFS Investments Inc. (HUNTERSVILLE NC)

NJ

11/20/2015 - 03/12/2020

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

NJ

06/01/2009 - 11/30/2015

MORGAN STANLEY (NEW BRUNSWICK NJ)

NJ

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)

NY

05/14/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

02/02/1983 - 05/14/1988

E. F. HUTTON & COMPANY INC

NA

03/18/1980 - 02/07/1983

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 05/07/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1983

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 3 public disclosures for Peter William Campbell. Review regulatory record here.
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