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Peter Campbell

Primerica Advisors
44 Years of Experience
Huntersville, NC
3 DisclosuresBroker
View SEC Summary
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Peter Campbell is a registered investment advisor at Primerica Advisors, based in Huntersville, NC, with 44 years of industry experience. Peter 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

15905 Brookway Dr, Suite 4101-C, Huntersville, NC, 28078

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History

Regulatory History (3)
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
September 2002
Settled
Customer Dispute
November 2001
Closed-No Action
Customer Dispute
August 1986
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Peter sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC for loan sales and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
March 2022 - Present · 4 yrs 7 mos
PFS Investments INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - March 2020 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - March 2020 · 4 yrs 4 mos
Morgan Stanley
June 2009 - November 2015 · 6 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2015 · 6 yrs 5 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
February 1983 - May 1988 · 5 yrs 3 mos
First Investors CorporationBroker
March 1980 - February 1983 · 2 yrs 11 mos
State Registrations3 states
NCNJPA
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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