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Peter William Campbell

Investment Adviser Representative at Primerica Advisors

Huntersville, NCCRD #705813Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Peter William Campbell is an investment adviser representative with Primerica Advisors in Huntersville, NC, where they have been registered since 2022. They have worked in the securities industry since 1982 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.

Office

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

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina
Broker:
3 states and territories

New Jersey, North Carolina, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/7/1992
Series 63
Uniform Securities Agent State Law Examination
Passed 7/29/1983
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/16/1983
Series 1
Registered Representative Examination
Passed 3/8/1980
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 11/26/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Primerica AdvisorsCurrent
3/7/2022 – Huntersville, NC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
11/20/2015 – 3/12/2020Mount Laurel, NJ
Morgan Stanley
6/1/2009 – 11/30/2015New Brunswick, NJ
Citigroup Global Markets Inc.
5/10/2002 – 6/1/2009New Brunswick, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Nov 2015 – Mar 2020Mount Laurel, NJ
  2. BANK OF America, N.A.
    Dec 2015 – Mar 2020Mount Laurel, NJ
  3. Senior Solutions
    Sep 2020 – May 2021Naperville, IL
  4. Retired
    Mar 2020 – Sep 2020Davidson, NJ
  5. Canvass REAL Estate
    Nov 2019 – no end date reportedCharlotte, NC
  6. PFS Investments Inc
    Feb 2022 – no end date reportedHuntersville, NC
  7. Primerica Financial Services
    Feb 2022 – no end date reportedHuntersville, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Primerica Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,904
Offices listed on AdvisorFinder:
26
Main office:
Duluth, GA
SEC file number:
801-72263

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 8, 2026

View full firm profile

Other advisors at Primerica Advisors

Showing 12 of 3,904 in the directory

View Primerica Advisors firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter William Campbell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Peter William Campbell (Primerica Advisors) | AdvisorFinder