Unclaimed Profile

William Franklin Campbell

PETERS WEALTH ADVISORS LLC·BATON ROUGE, Louisiana

SIE, Series 2, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record23 years registeredPETERS WEALTH ADVISORS LLC

5800 ONE PERKINS PLACE, BATON ROUGE, LA 70808-9108CRD# 1057294Firm CRD# 106949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Franklin Campbell · BATON ROUGE, LA

Registration

CRD #1057294 · PETERS WEALTH ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETERS WEALTH ADVISORS LLC

ALMANACK INVESTMENT PARTNERS

Aug 2018 – Oct 2020

BATON ROUGE, LA

PETERS WEALTH ADVISORS LLC

Aug 2014 – Aug 2018

BATON ROUGE, LA

SHOBE & ASSOCIATES, INC

Apr 2011 – Dec 2013

BATON ROUGE, LA

HARBOR FINANCIAL SERVICES, LLC

Dec 2007 – Sep 2008

BATON ROUGE, LA

SYMETRA INVESTMENT SERVICES, INC.

Jul 2007 – Dec 2007

BOSTON, MA

BANC ONE SECURITIES CORPORATION

Oct 2002 – Mar 2006

BATON ROUGE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 23, 2002

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERS WEALTH ADVISORS LLC

CRD 106949 · SEC 801-43668

AUM

$250M

Regulatory assets under management

Employees

885 client accounts

Services offered by PETERS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETERS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does William Franklin Campbell offer?

William Franklin Campbell specializes in Financial Planning, Investment Management.

What are William Franklin Campbell's credentials?

William Franklin Campbell holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Franklin Campbell located?

William Franklin Campbell is based in BATON ROUGE, Louisiana, last registered with PETERS WEALTH ADVISORS LLC.

How does William Franklin Campbell charge for services?

William Franklin Campbell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETERS WEALTH ADVISORS LLC?

PETERS WEALTH ADVISORS LLC has approximately 6 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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