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 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

Series 63, Series 65

Years of Experience

36 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 36 years of experience.

2000 - Present (20 years)

Pfs Investments Inc

1984 - Present (36 years)

Primerica Financial Services

Disclosures

David Wine has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Primerica Advisors

Frederick Klunk
Camp Hill, PA
Rockford Stites
Fortville, IN
Charles Leupold
Salinas, CA
Timothy Waswick
Dallas, TX
Mary Bennett
Midlothian, VA
Rachael Pope
Duluth, GA
David Huya
Parkville, MD
Teresa Stiles
Overland Park, KS

This content was compiled from the SEC and FINRA.

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