Kelly Peter Campbell

CRD 2284105 · Captrust · Alexandria, VA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 24SIESeries 7Series 6
Registered states (22): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Maryland · Massachusetts · Missouri · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Tennessee · Texas · Vermont · Virginia · West Virginia
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (13)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Alexandria, VA · BD capacity

Jan 2, 2025 → present
CaptrustCurrent
Alexandria, VA · IA capacity

Dec 23, 2024 → present
Campbell Wealth Management, Inc.
IA capacity

Apr 23, 2010 → Mar 28, 2025
Madison Avenue Securities, LLC
BD capacity

Oct 1, 2018 → Jan 22, 2025
Lpl Financial LLC
BD capacity

Aug 27, 2003 → Oct 5, 2018
Lpl Financial Corporation
IA capacity

Aug 27, 2003 → Apr 26, 2010
Signator Investors, Inc.
IA capacity

Aug 17, 2001 → Sep 10, 2003
Signator Investors, Inc.
BD capacity

Aug 2, 2001 → Sep 10, 2003
Axa Advisors, LLC
BD capacity

Jan 21, 1997 → Jul 27, 2001
The Equitable Life Assurance Society Of The United States
BD capacity

Jan 21, 1997 → Jan 5, 2000
Mimlic Sales Corporation
BD capacity

Jan 25, 1993 → Dec 4, 1996
The Equitable Life Assurance Society Of The United States
BD capacity

Dec 4, 1992 → Jan 22, 1993
Equico Securities, Inc.
BD capacity

Dec 4, 1992 → Jan 22, 1993

Source & corrections

Where this page comes from

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