Peter W. Willcox

AFFINITY INVESTMENT GROUP

EXETER, NH 03833

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CRD#: 2315229

Professional summary

Peter Wright Willcox JR., CFP®, who also goes by Peter Wright Wilcox Jr, Peter Wright Willcox Jr, is a registered financial advisor currently at AFFINITY INVESTMENT GROUP, LLC located in Exeter, New Hampshire.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Peter has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Wright Wilcox Jr | Peter Wright Willcox Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EFFECTIVE MARCH 2012, PETER WILLCOX, JR. IS SEPARATELY LICENSED AS A INSURANCE BROKER/AGENT. HE ANTICIPATES SPENDING BETWEEN 5% AND 10% OF HIS TIME ENGAGED IN THIS OTHER INVESTMENT-RELATED BUSINESS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Wright Willcox JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 4, 2011 - Present

AFFINITY INVESTMENT GROUP, LLC

Office #1: 18 Hampton Road Unit 7, Exeter, NH 03833Office #2: 3 Executive Park Drive, Bedford, NH 03110Office #3: 55 Hall Street, Concord, NH 03302Office #4: 800 Turnpike St. #300 Jefferson Office Park, North Andover, MA 01845Office #5: 20 Trafaglar Square, Nashua, NH 03063

RIA

CRD#: 117191

EXETER, NH

Past

March 12, 1993 - April 5, 1995

FEELEY & WILLCOX SECURITIES CORP.

CRD#: 7614

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AFFINITY INVESTMENT GROUP, LLC

CRD#: 117191 / SEC#: 801-61181

RIA

Registered Investment Advisory firm - (5/17/2002 Approved)

Maine

Registered Investment Advisory firm - (6/24/2002 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/29/2002 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/22/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/31/2023)

IAR

New Hampshire
(1/4/2011)

IAR

Texas
(1/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/19/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/1993

General Securities Representative Examination

Current Firm

AFFINITY INVESTMENT GROUP, LLC

CRD#: 117191 / SEC#: 801-61181

RIA

Registered Investment Advisory firm - (5/17/2002 Approved)

Maine

Registered Investment Advisory firm - (6/24/2002 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/29/2002 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/22/2002 Terminated)

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Contact information

Main Address

18 Hampton Road Unit 7, Exeter, NH 03833

Mailing Address

Phone number

(603) 778-6436

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,550
AUM (Assets Under Management)	$ 515,273,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter W. Willcox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Wright Willcox JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFINITY INVESTMENT GROUP, LLC

FEELEY & WILLCOX SECURITIES CORP.

Primary Firm SEC Registration

AFFINITY INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2010

Series 63

Date: 3/19/1993

Series 7

Date: 2/24/1993

Current Firm

AFFINITY INVESTMENT GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFFINITY INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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