Pfs Investments Inc
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About this Advisor
David Wine is a financial advisor operating out of Carlsbad, California, who has been in the advisory business for 35 years. Wine is an employee of Pfs Investments Inc. During their career, Wine has held roles at Primerica Financial Services and Pfs Investments Inc. Wine maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Pfs Investments Inc is a financial advisory firm operating in Carlsbad, California. The firm has offices in 1,578 locations and a total of 3,582 financial advisors. It manages $3 billion in assets among its 28,263 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 28,263 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm provides portfolio management for individuals and small businesses. Fees for financial advice typically are based on which service is provided. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pfs Investments Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Wine Work History
David has 36 years of experience.
Pfs Investments Inc
Primerica Financial Services
David Wine has disclosures.
Please visit their SEC profile for more details.
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