David
Wine

Pfs Investments Inc

CRD#1337155
Investment Advisor
in Carlsbad, CA
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About this Advisor

David Wine is a financial advisor who is based out of Carlsbad, California. Currently an investment advisor with Pfs Investments Inc, Wine has a notable 34 years of practice in the financial advisory industry. Wine has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Wine is able to serve customers based out of California. Wine has gained experience at Pfs Investments Inc and Primerica Financial Services. Pfs Investments Inc is headquartered in Carlsbad, California, and has 1,526 other locations in the United States. As a company, Pfs Investments Inc oversees $1 billion in assets throughout 10,807 client accounts and employs more than 3,428 people. The firm's total assets under management makes it one of the larger firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Pfs Investments Inc can provide portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

34 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

2231 Faraday Ave Ste 100
Carlsbad, CA 92008

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$3,065,650,550

CA Average: $3,570,121,308
Total Number of Employees

3,582

CA Average: 58
Total Number of Accounts

28,263

CA Average: 1,608
Average Account Size

$108,469

CA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Wine Work History

David has 34 years of experience.

2000 - Present (19 years)

Pfs Investments Inc

1984 - Present (35 years)

Primerica Financial Services

Disclosures

David Wine has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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