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Charles Calloway

Primerica Advisors
32 Years of Experience
Garner, NC
1 DisclosureBroker
View SEC Summary
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Charles Calloway is a registered investment advisor at Primerica Advisors, based in Garner, NC, with 32 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Benson Rd, Ste 110, Garner, NC, 27529

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Charles sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for the sale of loan products and referrals of home security and automation products.

Employment History
Current Registrations
Primerica Advisors
October 2013 - Present · 13 yrs
PFS Investments INC.Broker
March 2013 - Present · 13 yrs 7 mos
PFS Investments INC.
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
State Farm Vp Management CORP.Broker
February 2011 - February 2013 · 2 yrs
State Farm Vp Management CORP.Broker
August 2008 - January 2011 · 2 yrs 5 mos
H.D. Vest Investment ServicesBroker
September 2001 - December 2002 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
February 1999 - June 2001 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
February 1999 - June 2001 · 2 yrs 4 mos
PFS Investments INC.Broker
June 1988 - February 1999 · 10 yrs 8 mos
State Registrations14 states
AZCACTFLGAIAMIMONCNYOHSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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